Souders Financial Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.09M | Buy |
29,364
+95
| +0.3% | +$26.2K | 1.03% | 28 |
|
|
2025
Q1 | $4.9M | Sell |
29,269
-8,098
| -22% | -$1.36M | 0.68% | 32 |
|
|
2024
Q4 | $8.66M | Sell |
37,367
-7,544
| -17% | -$1.75M | 1.21% | 21 |
|
|
2024
Q3 | $7.75M | Sell |
44,911
-5,729
| -11% | -$988K | 1.08% | 22 |
|
|
2024
Q2 | $8.13M | Sell |
50,640
-1,220
| -2% | -$196K | 1.23% | 22 |
|
|
2024
Q1 | $6.87M | Sell |
51,860
-14,460
| -22% | -$1.92M | 1.08% | 24 |
|
|
2023
Q4 | $7.4M | Buy |
66,320
+8,260
| +14% | +$922K | 1.27% | 21 |
|
|
2023
Q3 | $4.82M | Sell |
58,060
-14,940
| -20% | -$1.24M | 0.93% | 31 |
|
|
2023
Q2 | $6.33M | Sell |
73,000
-8,760
| -11% | -$760K | 1.21% | 24 |
|
|
2023
Q1 | $5.25M | Sell |
81,760
-520
| -0.6% | -$33.4K | 1.11% | 26 |
|
|
2022
Q4 | $4.6M | Buy |
82,280
+1,520
| +2% | +$85K | 1.05% | 28 |
|
|
2022
Q3 | $3.59M | Sell |
80,760
-4,710
| -6% | -$209K | 0.97% | 27 |
|
|
2022
Q2 | $4.15M | Buy |
85,470
+1,930
| +2% | +$93.8K | 1.19% | 22 |
|
|
2022
Q1 | $5.26M | Buy |
83,540
+2,100
| +3% | +$132K | 1.52% | 15 |
|
|
2021
Q4 | $5.42M | Sell |
81,440
-1,710
| -2% | -$114K | 1.56% | 15 |
|
|
2021
Q3 | $4.03M | Buy |
83,150
+1,200
| +1% | +$58.2K | 1.3% | 19 |
|
|
2021
Q2 | $3.91M | Sell |
81,950
-1,250
| -2% | -$59.6K | 1.32% | 19 |
|
|
2021
Q1 | $3.86M | Sell |
83,200
-3,790
| -4% | -$176K | 1.51% | 13 |
|
|
2020
Q4 | $3.81M | Buy |
86,990
+870
| +1% | +$38.1K | 1.66% | 14 |
|
|
2020
Q3 | $3.13M | Buy |
86,120
+2,420
| +3% | +$87.9K | 1.48% | 18 |
|
|
2020
Q2 | $2.64M | Buy |
83,700
+18,940
| +29% | +$598K | 1.51% | 18 |
|
|
2020
Q1 | $1.54M | Buy |
+64,760
| New | +$1.54M | 1.36% | 16 |
|