Sound Income Strategies’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Buy |
4,304
+2,663
| +162% | +$734K | 0.07% | 139 |
|
|
2025
Q1 | $275K | Buy |
1,641
+165
| +11% | +$27.6K | 0.02% | 235 |
|
|
2024
Q4 | $342K | Sell |
1,476
-10
| -0.7% | -$2.32K | 0.02% | 188 |
|
|
2024
Q3 | $256K | Buy |
1,486
+746
| +101% | +$129K | 0.02% | 211 |
|
|
2024
Q2 | $119K | Sell |
740
-670
| -48% | -$108K | 0.01% | 301 |
|
|
2024
Q1 | $186K | Buy |
1,410
+930
| +194% | +$123K | 0.01% | 227 |
|
|
2023
Q4 | $53.6K | Buy |
480
+90
| +23% | +$10.1K | ﹤0.01% | 391 |
|
|
2023
Q3 | $32.4K | Sell |
390
-120
| -24% | -$9.97K | ﹤0.01% | 360 |
|
|
2023
Q2 | $44.2K | Sell |
510
-70
| -12% | -$6.07K | ﹤0.01% | 306 |
|
|
2023
Q1 | $37.2K | Sell |
580
-120
| -17% | -$7.7K | ﹤0.01% | 316 |
|
|
2022
Q4 | $39.1K | Buy |
700
+50
| +8% | +$2.8K | 0.01% | 288 |
|
|
2022
Q3 | $29K | Sell |
650
-100
| -13% | -$4.46K | ﹤0.01% | 302 |
|
|
2022
Q2 | $36K | Hold |
750
| – | – | ﹤0.01% | 264 |
|
|
2022
Q1 | $47K | Buy |
750
+50
| +7% | +$3.13K | 0.01% | 241 |
|
|
2021
Q4 | $47K | Hold |
700
| – | – | 0.01% | 233 |
|
|
2021
Q3 | $34K | Sell |
700
-40
| -5% | -$1.94K | ﹤0.01% | 266 |
|
|
2021
Q2 | $35K | Sell |
740
-50
| -6% | -$2.37K | 0.01% | 267 |
|
|
2021
Q1 | $36.6K | Sell |
790
-210
| -21% | -$9.74K | 0.01% | 260 |
|
|
2020
Q4 | $44K | Buy |
1,000
+460
| +85% | +$20.2K | 0.01% | 220 |
|
|
2020
Q3 | $20K | Hold |
540
| – | – | 0.01% | 283 |
|
|
2020
Q2 | $17K | Buy |
540
+320
| +145% | +$10.1K | 0.01% | 294 |
|
|
2020
Q1 | $5K | Hold |
220
| – | – | ﹤0.01% | 440 |
|
|
2019
Q4 | $7K | Buy |
220
+20
| +10% | +$636 | ﹤0.01% | 387 |
|
|
2019
Q3 | $6K | Hold |
200
| – | – | ﹤0.01% | 392 |
|
|
2019
Q2 | $6K | Sell |
200
-150
| -43% | -$4.5K | ﹤0.01% | 406 |
|
|
2019
Q1 | $11K | Buy |
350
+150
| +75% | +$4.71K | 0.01% | 312 |
|
|
2018
Q4 | $5K | Hold |
200
| – | – | ﹤0.01% | 429 |
|
|
2018
Q3 | $5K | Hold |
200
| – | – | ﹤0.01% | 445 |
|
|
2018
Q2 | $5K | Hold |
200
| – | – | ﹤0.01% | 413 |
|
|
2018
Q1 | $5K | Hold |
200
| – | – | ﹤0.01% | 376 |
|
|
2017
Q4 | $5K | Buy |
+200
| New | +$5K | ﹤0.01% | 311 |
|