Rollins 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 | $735K | Buy |
2,668
+776
| +41% | +$214K | 0.12% | 69 |
|
|
2025
Q1 | $317K | Sell |
1,892
-3,266
| -63% | -$547K | 0.06% | 100 |
|
|
2024
Q4 | $1.2M | Buy |
5,158
+378
| +8% | +$87.6K | 0.19% | 53 |
|
|
2024
Q3 | $824K | Buy |
4,780
+250
| +6% | +$43.1K | 0.14% | 61 |
|
|
2024
Q2 | $727K | Buy |
4,530
+1,030
| +29% | +$165K | 0.12% | 66 |
|
|
2024
Q1 | $464K | Buy |
3,500
+1,100
| +46% | +$146K | 0.09% | 76 |
|
|
2023
Q4 | $268K | Buy |
+2,400
| New | +$268K | 0.06% | 86 |
|