Safeguard Investment Advisory Group’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.25M | Sell |
11,776
-1,221
| -9% | -$337K | 0.81% | 16 |
|
|
2025
Q1 | $2.18M | Buy |
12,997
+3,260
| +33% | +$546K | 0.59% | 18 |
|
|
2024
Q4 | $2.26M | Buy |
9,737
+546
| +6% | +$127K | 0.62% | 19 |
|
|
2024
Q3 | $1.59M | Buy |
9,191
+361
| +4% | +$62.3K | 0.45% | 19 |
|
|
2024
Q2 | $1.42M | Buy |
8,830
+3,130
| +55% | +$503K | 0.44% | 25 |
|
|
2024
Q1 | $755K | Sell |
5,700
-150
| -3% | -$19.9K | 0.26% | 43 |
|
|
2023
Q4 | $653K | Buy |
5,850
+130
| +2% | +$14.5K | 0.25% | 44 |
|
|
2023
Q3 | $475K | Sell |
5,720
-1,230
| -18% | -$102K | 0.21% | 53 |
|
|
2023
Q2 | $603K | Buy |
+6,950
| New | +$603K | 0.26% | 49 |
|
|
2021
Q1 | – | Sell |
-140
| Closed | -$6K | – | 120 |
|
|
2020
Q4 | $6K | Buy |
+140
| New | +$6K | 0.01% | 487 |
|