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 |
|