Root Financial Partners’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.67M | Buy |
20,576
+15,127
| +278% | +$4.17M | 0.55% | 28 |
|
|
2025
Q1 | $932K | Sell |
5,449
-2,380
| -30% | -$407K | 0.1% | 71 |
|
|
2024
Q4 | $1.82M | Buy |
7,829
+3,265
| +72% | +$757K | 0.23% | 35 |
|
|
2024
Q3 | $787K | Buy |
4,564
+924
| +25% | +$159K | 0.13% | 63 |
|
|
2024
Q2 | $585K | Buy |
3,640
+1,290
| +55% | +$207K | 0.14% | 61 |
|
|
2024
Q1 | $312K | Buy |
2,350
+180
| +8% | +$23.9K | 0.09% | 76 |
|
|
2023
Q4 | $243K | Buy |
+2,170
| New | +$243K | 0.09% | 69 |
|