Stelac Advisory Services’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $368K | Buy |
1,334
+203
| +18% | +$56K | 0.14% | 62 |
|
2025
Q1 | $189K | Buy |
1,131
+651
| +136% | +$109K | 0.08% | 79 |
|
2024
Q4 | $111K | Buy |
+480
| New | +$111K | 0.04% | 101 |
|
2021
Q2 | – | Sell |
-4,600
| Closed | -$213K | – | 288 |
|
2021
Q1 | $213K | Buy |
4,600
+1,190
| +35% | +$55.1K | 0.08% | 149 |
|
2020
Q4 | $149K | Hold |
3,410
| – | – | 0.04% | 206 |
|
2020
Q3 | $124K | Buy |
+3,410
| New | +$124K | 0.04% | 160 |
|
2020
Q2 | – | Sell |
-4,900
| Closed | -$116K | – | 141 |
|
2020
Q1 | $116K | Buy |
+4,900
| New | +$116K | 0.06% | 109 |
|
2018
Q3 | – | Sell |
-8,670
| Closed | -$210K | – | 136 |
|
2018
Q2 | $210K | Buy |
+8,670
| New | +$210K | 0.06% | 79 |
|