SFP
Sandbox Financial Partners’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.79M | Buy |
10,105
+541
| +6% | +$149K | 0.88% | 27 |
|
|
2025
Q1 | $1.6M | Sell |
9,564
-289
| -3% | -$48.4K | 0.57% | 38 |
|
|
2024
Q4 | $2.28M | Sell |
9,853
-895
| -8% | -$208K | 0.76% | 30 |
|
|
2024
Q3 | $1.85M | Buy |
10,748
+9,688
| +914% | +$1.67M | 0.66% | 33 |
|
|
2024
Q2 | $1.7M | Buy |
1,060
+88
| +9% | +$141K | 0.65% | 30 |
|
|
2024
Q1 | $1.29M | Buy |
972
+90
| +10% | +$119K | 0.54% | 35 |
|
|
2023
Q4 | $985K | Buy |
882
+42
| +5% | +$46.9K | 0.46% | 35 |
|
|
2023
Q3 | $698K | Sell |
840
-63
| -7% | -$52.3K | 0.37% | 42 |
|
|
2023
Q2 | $783K | Buy |
903
+56
| +7% | +$48.6K | 0.41% | 37 |
|
|
2023
Q1 | $543K | Buy |
847
+2
| +0.2% | +$1.28K | 0.33% | 41 |
|
|
2022
Q4 | $472K | Sell |
845
-60
| -7% | -$33.5K | 0.33% | 43 |
|
|
2022
Q3 | $402K | Buy |
905
+5
| +0.6% | +$2.22K | 0.29% | 47 |
|
|
2022
Q2 | $437K | Buy |
900
+12
| +1% | +$5.83K | 0.31% | 46 |
|
|
2022
Q1 | $559K | Buy |
888
+240
| +37% | +$151K | 0.32% | 38 |
|
|
2021
Q4 | $431K | Sell |
648
-35
| -5% | -$23.3K | 0.27% | 46 |
|
|
2021
Q3 | $331K | Sell |
683
-9
| -1% | -$4.36K | 0.24% | 59 |
|
|
2021
Q2 | $330K | Buy |
692
+175
| +34% | +$83.5K | 0.25% | 55 |
|
|
2021
Q1 | $250K | Buy |
+517
| New | +$250K | 0.2% | 61 |
|