Shepherd Financial Partners’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.42M | Buy |
34,189
+4,669
| +16% | +$1.29M | 1% | 29 |
|
|
2025
Q1 | $4.94M | Buy |
29,520
+889
| +3% | +$149K | 0.58% | 38 |
|
|
2024
Q4 | $6.64M | Buy |
28,631
+2,412
| +9% | +$559K | 0.79% | 23 |
|
|
2024
Q3 | $4.52M | Buy |
26,219
+6,839
| +35% | +$1.18M | 0.54% | 34 |
|
|
2024
Q2 | $3.11M | Buy |
19,380
+230
| +1% | +$36.9K | 0.4% | 42 |
|
|
2024
Q1 | $2.54M | Sell |
19,150
-420
| -2% | -$55.7K | 0.33% | 51 |
|
|
2023
Q4 | $2.18M | Buy |
19,570
+1,350
| +7% | +$151K | 0.31% | 53 |
|
|
2023
Q3 | $1.51M | Buy |
18,220
+1,280
| +8% | +$106K | 0.24% | 67 |
|
|
2023
Q2 | $1.47M | Buy |
16,940
+820
| +5% | +$71.1K | 0.23% | 70 |
|
|
2023
Q1 | $1.03M | Hold |
16,120
| – | – | 0.17% | 83 |
|
|
2022
Q4 | $901K | Buy |
16,120
+990
| +7% | +$55.4K | 0.16% | 87 |
|
|
2022
Q3 | $672K | Sell |
15,130
-16,600
| -52% | -$737K | 0.13% | 98 |
|
|
2022
Q2 | $1.54M | Buy |
31,730
+2,530
| +9% | +$123K | 0.3% | 59 |
|
|
2022
Q1 | $1.84M | Buy |
29,200
+2,790
| +11% | +$176K | 0.33% | 57 |
|
|
2021
Q4 | $1.76M | Buy |
26,410
+1,770
| +7% | +$118K | 0.3% | 64 |
|
|
2021
Q3 | $1.19M | Buy |
+24,640
| New | +$1.19M | 0.23% | 78 |
|