SFP
AVGO icon

Sweet Financial Partners’s Broadcom AVGO Stock Holding History

Sweet Financial Partners’s Portfolio AVGO Stock Details AVGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$3.73M Buy
21,633
+803
+4% +$129K 0.81% 22
2024
Q2 		$3.34M Buy
20,830
+980
+5% +$137K 0.76% 23
2024
Q1 		$2.63M Sell
19,850
-560
-3% -$69.4K 0.61% 35
2023
Q4 		$2.28M Buy
20,410
+870
+4% +$82.4K 0.54% 42
2023
Q3 		$1.62M Sell
19,540
-1,770
-8% -$153K 0.43% 50
2023
Q2 		$1.85M Buy
21,310
+4,740
+29% +$338K 0.49% 43
2023
Q1 		$1.06M Buy
16,570
+4,360
+36% +$262K 0.29% 65
2022
Q4 		$683K Buy
12,210
+2,210
+22% +$111K 0.2% 75
2022
Q3 		$444K Buy
+10,000
New +$511K 0.14% 99

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Geode Capital Management
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Capital Research Global Investors
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return