Schubert & Co’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $346K | Buy |
+1,256
| New | +$346K | 0.24% | 46 |
|
|
2023
Q2 | – | Sell |
-620
| Closed | -$39.8K | – | 154 |
|
|
2023
Q1 | $39.8K | Buy |
620
+30
| +5% | +$1.93K | 0.04% | 80 |
|
|
2022
Q4 | $33K | Buy |
590
+120
| +26% | +$6.71K | 0.03% | 82 |
|
|
2022
Q3 | $21K | Sell |
470
-80
| -15% | -$3.57K | 0.02% | 101 |
|
|
2022
Q2 | $27K | Buy |
550
+240
| +77% | +$11.8K | 0.03% | 89 |
|
|
2022
Q1 | $20K | Buy |
310
+50
| +19% | +$3.23K | 0.02% | 82 |
|
|
2021
Q4 | $17K | Buy |
+260
| New | +$17K | 0.02% | 76 |
|