Resurgent Financial Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.47M | Buy |
5,344
+174
| +3% | +$48K | 0.81% | 30 |
|
2025
Q1 | $866K | Buy |
5,170
+185
| +4% | +$31K | 0.52% | 53 |
|
2024
Q4 | $1.16M | Sell |
4,985
-106
| -2% | -$24.6K | 0.68% | 35 |
|
2024
Q3 | $878K | Sell |
5,091
-299
| -6% | -$51.6K | 0.51% | 53 |
|
2024
Q2 | $865K | Buy |
5,390
+250
| +5% | +$40.1K | 0.54% | 49 |
|
2024
Q1 | $681K | Buy |
5,140
+640
| +14% | +$84.8K | 0.36% | 79 |
|
2023
Q4 | $502K | Sell |
4,500
-230
| -5% | -$25.7K | 0.31% | 84 |
|
2023
Q3 | $393K | Buy |
4,730
+160
| +4% | +$13.3K | 0.27% | 95 |
|
2023
Q2 | $396K | Sell |
4,570
-120
| -3% | -$10.4K | 0.26% | 89 |
|
2023
Q1 | $301K | Sell |
4,690
-4,640
| -50% | -$298K | 0.2% | 104 |
|
2022
Q4 | $522K | Sell |
9,330
-2,140
| -19% | -$120K | 0.28% | 84 |
|
2022
Q3 | $509K | Buy |
11,470
+1,630
| +17% | +$72.3K | 0.34% | 85 |
|
2022
Q2 | $478K | Sell |
9,840
-9,390
| -49% | -$456K | 0.31% | 92 |
|
2022
Q1 | $1.21M | Buy |
19,230
+15,890
| +476% | +$1M | 0.75% | 29 |
|
2021
Q4 | $222K | Buy |
+3,340
| New | +$222K | 0.18% | 110 |
|