Silver Oak Securities’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.12M Buy
29,474
+3,560
+14% +$981K 0.66% 32
2025
Q1
$4.38M Buy
25,914
+678
+3% +$115K 0.4% 56
2024
Q4
$5.95M Buy
25,236
+6,198
+33% +$1.46M 0.55% 39
2024
Q3
$3.25M Buy
19,038
+11,808
+163% +$2.02M 0.34% 66
2024
Q2
$1.16M Buy
7,230
+570
+9% +$91.6K 0.17% 122
2024
Q1
$883K Sell
6,660
-9,840
-60% -$1.3M 0.14% 161
2023
Q4
$1.84M Buy
16,500
+11,050
+203% +$1.23M 0.25% 87
2023
Q3
$453K Sell
5,450
-2,990
-35% -$248K 0.1% 170
2023
Q2
$732K Buy
8,440
+2,720
+48% +$236K 0.12% 179
2023
Q1
$367K Buy
5,720
+160
+3% +$10.3K 0.06% 250
2022
Q4
$311K Buy
5,560
+110
+2% +$6.15K 0.06% 223
2022
Q3
$453K Buy
+5,450
New +$453K 0.1% 170