Retirement Guys Formula’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-8,927
| Closed | -$2.07M | – | 139 |
|
|
2024
Q4 | $2.07M | Sell |
8,927
-29
| -0.3% | -$6.72K | 1.04% | 23 |
|
|
2024
Q3 | $1.54M | Buy |
8,956
+486
| +6% | +$83.8K | 0.72% | 44 |
|
|
2024
Q2 | $1.36M | Sell |
8,470
-1,060
| -11% | -$170K | 0.65% | 43 |
|
|
2024
Q1 | $1.26M | Sell |
9,530
-1,620
| -15% | -$215K | 0.62% | 53 |
|
|
2023
Q4 | $1.24M | Buy |
11,150
+860
| +8% | +$96K | 0.67% | 36 |
|
|
2023
Q3 | $855K | Buy |
10,290
+1,910
| +23% | +$159K | 0.59% | 47 |
|
|
2023
Q2 | $727K | Sell |
8,380
-2,310
| -22% | -$200K | 0.42% | 52 |
|
|
2023
Q1 | $686K | Sell |
10,690
-310
| -3% | -$19.9K | 0.49% | 51 |
|
|
2022
Q4 | $615K | Buy |
11,000
+1,510
| +16% | +$84.5K | 0.5% | 43 |
|
|
2022
Q3 | $421K | Buy |
9,490
+1,120
| +13% | +$49.7K | 0.44% | 56 |
|
|
2022
Q2 | $407K | Buy |
8,370
+2,100
| +33% | +$102K | 0.42% | 64 |
|
|
2022
Q1 | $395K | Buy |
+6,270
| New | +$395K | 0.26% | 72 |
|