Safeguard Financial’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $318K | Sell |
1,900
-264
| -12% | -$44.2K | 0.07% | 82 |
|
|
2024
Q4 | $502K | Sell |
2,164
-752
| -26% | -$174K | 0.11% | 67 |
|
|
2024
Q3 | $503K | Buy |
2,916
+696
| +31% | +$120K | 0.12% | 64 |
|
|
2024
Q2 | $356K | Buy |
+2,220
| New | +$356K | 0.1% | 75 |
|
|
2023
Q3 | – | Sell |
-870
| Closed | -$75K | – | 104 |
|
|
2023
Q2 | $75K | Buy |
+870
| New | +$75K | 0.04% | 119 |
|