Stiles Financial 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 | $3.21M | Buy |
11,653
+325
| +3% | +$89.6K | 1.11% | 25 |
|
|
2025
Q1 | $1.9M | Sell |
11,328
-518
| -4% | -$86.7K | 0.73% | 52 |
|
|
2024
Q4 | $2.75M | Sell |
11,846
-275
| -2% | -$63.8K | 0.99% | 30 |
|
|
2024
Q3 | $2.09M | Sell |
12,121
-439
| -3% | -$75.7K | 0.74% | 44 |
|
|
2024
Q2 | $2.02M | Sell |
12,560
-450
| -3% | -$72.6K | 0.78% | 43 |
|
|
2024
Q1 | $1.73M | Sell |
13,010
-20
| -0.2% | -$2.66K | 0.69% | 48 |
|
|
2023
Q4 | $1.46M | Buy |
13,030
+6,110
| +88% | +$684K | 0.66% | 49 |
|
|
2023
Q3 | $574K | Hold |
6,920
| – | – | 0.3% | 94 |
|
|
2023
Q2 | $600K | Buy |
6,920
+20
| +0.3% | +$1.74K | 0.3% | 93 |
|
|
2023
Q1 | $443K | Buy |
6,900
+30
| +0.4% | +$1.92K | 0.24% | 107 |
|
|
2022
Q4 | $384K | Buy |
6,870
+1,920
| +39% | +$107K | 0.22% | 115 |
|
|
2022
Q3 | $220K | Buy |
4,950
+30
| +0.6% | +$1.33K | 0.13% | 150 |
|
|
2022
Q2 | $239K | Buy |
4,920
+210
| +4% | +$10.2K | 0.14% | 141 |
|
|
2022
Q1 | $297K | Buy |
4,710
+340
| +8% | +$21.4K | 0.15% | 131 |
|
|
2021
Q4 | $291K | Buy |
+4,370
| New | +$291K | 0.14% | 142 |
|