Sage 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 | $566K | Buy |
2,055
+473
| +30% | +$130K | 0.4% | 23 |
|
2025
Q1 | $265K | Buy |
1,582
+6
| +0.4% | +$1.01K | 0.19% | 28 |
|
2024
Q4 | $365K | Sell |
1,576
-277
| -15% | -$64.2K | 0.27% | 23 |
|
2024
Q3 | $320K | Buy |
1,853
+13
| +0.7% | +$2.24K | 0.25% | 21 |
|
2024
Q2 | $296K | Buy |
1,840
+50
| +3% | +$8.03K | 0.24% | 22 |
|
2024
Q1 | $237K | Buy |
+1,790
| New | +$237K | 0.21% | 23 |
|