Source Financial Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $938K | Sell |
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|
2024
Q2 | $882K | Sell |
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|
2024
Q1 | $969K | Sell |
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|
2023
Q4 | $823K | Buy |
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|
2023
Q3 | $593K | Buy |
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|
2023
Q2 | $617K | Buy |
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|
2023
Q1 | $442K | Buy |
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|
2022
Q4 | $366K | Buy |
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|
2022
Q3 | $272K | Sell |
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|
2022
Q2 | $303K | Sell |
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|
2022
Q1 | $397K | Buy |
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|
2021
Q4 | $385K | Hold |
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|
2021
Q3 | $280K | Sell |
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|
2021
Q2 | $300K | Buy |
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|
2021
Q1 | $274K | Buy |
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|
2020
Q4 | $231K | Buy |
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