ROI 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 | $10.7M | Buy |
38,686
+98
| +0.3% | +$27K | 6.78% | 2 |
|
|
2025
Q1 | $6.46M | Sell |
38,588
-360
| -0.9% | -$60.3K | 4.69% | 5 |
|
|
2024
Q4 | $9.03M | Sell |
38,948
-1,640
| -4% | -$380K | 6.15% | 4 |
|
|
2024
Q3 | $7M | Sell |
40,588
-1,532
| -4% | -$264K | 4.84% | 6 |
|
|
2024
Q2 | $6.76M | Buy |
42,120
+70
| +0.2% | +$11.2K | 4.91% | 6 |
|
|
2024
Q1 | $5.57M | Sell |
42,050
-1,260
| -3% | -$167K | 4.38% | 6 |
|
|
2023
Q4 | $4.84M | Buy |
+43,310
| New | +$4.84M | 4% | 8 |
|