Shufro Rose & 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 | $815K | Hold |
4,870
| – | – | 0.07% | 125 |
|
|
2025
Q1 | $815K | Hold |
4,870
| – | – | 0.06% | 128 |
|
|
2024
Q4 | $1.13M | Buy |
4,870
+4,343
| +824% | +$1.01M | 0.09% | 105 |
|
|
2024
Q3 | $846K | Sell |
527
-4,743
| -90% | -$7.62M | 0.07% | 122 |
|
|
2024
Q2 | $846K | Buy |
5,270
+270
| +5% | +$43.3K | 0.07% | 122 |
|
|
2024
Q1 | $663K | Sell |
5,000
-130
| -3% | -$17.2K | 0.05% | 138 |
|
|
2023
Q4 | $426K | Hold |
5,130
| – | – | 0.04% | 173 |
|
|
2023
Q3 | $426K | Hold |
5,130
| – | – | 0.04% | 172 |
|
|
2023
Q2 | $445K | Buy |
5,130
+130
| +3% | +$11.3K | 0.04% | 176 |
|
|
2023
Q1 | $321K | Hold |
5,000
| – | – | 0.03% | 218 |
|
|
2022
Q4 | $280K | Sell |
5,000
-30
| -0.6% | -$1.68K | 0.02% | 246 |
|
|
2022
Q3 | $223K | Buy |
+5,030
| New | +$223K | 0.02% | 258 |
|