Sara-Bay Financial’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.09M | Sell |
7,573
-393
| -5% | -$108K | 0.75% | 15 |
|
|
2025
Q1 | $1.35M | Buy |
7,966
+62
| +0.8% | +$10.5K | 0.59% | 21 |
|
|
2024
Q4 | $1.86M | Sell |
7,904
-124
| -2% | -$29.2K | 0.69% | 17 |
|
|
2024
Q3 | $1.38M | Buy |
8,028
+118
| +1% | +$20.4K | 0.5% | 22 |
|
|
2024
Q2 | $1.27M | Buy |
7,910
+380
| +5% | +$61K | 0.52% | 22 |
|
|
2024
Q1 | $1.02M | Sell |
7,530
-10
| -0.1% | -$1.35K | 0.46% | 25 |
|
|
2023
Q4 | $842K | Buy |
7,540
+720
| +11% | +$80.4K | 0.41% | 26 |
|
|
2023
Q3 | $566K | Sell |
6,820
-210
| -3% | -$17.4K | 0.29% | 40 |
|
|
2023
Q2 | $610K | Buy |
7,030
+90
| +1% | +$7.81K | 0.3% | 35 |
|
|
2023
Q1 | $445K | Sell |
6,940
-950
| -12% | -$60.9K | 0.23% | 51 |
|
|
2022
Q4 | $441K | Buy |
7,890
+670
| +9% | +$37.4K | 0.25% | 52 |
|
|
2022
Q3 | $321K | Hold |
7,220
| – | – | 0.18% | 57 |
|
|
2022
Q2 | $353K | Buy |
7,220
+1,420
| +24% | +$69.4K | 0.17% | 59 |
|
|
2022
Q1 | $365K | Buy |
5,800
+1,550
| +36% | +$97.5K | 0.14% | 60 |
|
|
2021
Q4 | $283K | Buy |
+4,250
| New | +$283K | 0.09% | 68 |
|