Strategic Financial Concepts’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,533
| Closed | -$257K | – | 285 |
|
|
2025
Q1 | $257K | Sell |
1,533
-716
| -32% | -$120K | 0.05% | 264 |
|
|
2024
Q4 | $521K | Buy |
2,249
+657
| +41% | +$152K | 0.1% | 176 |
|
|
2024
Q3 | $275K | Sell |
1,592
-2,059,198
| -100% | -$355M | 0.09% | 191 |
|
|
2024
Q2 | $54.4K | Buy |
2,060,790
+2,058,240
| +80,715% | +$54.4K | 0.03% | 236 |
|
|
2024
Q1 | $338K | Buy |
+2,550
| New | +$338K | 0.08% | 211 |
|