Sweet Financial Partners’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $3.73M | Buy |
21,633
+803
| +4% | +$139K | 0.81% | 22 |
|
|
2024
Q2 | $3.34M | Buy |
20,830
+980
| +5% | +$157K | 0.76% | 23 |
|
|
2024
Q1 | $2.63M | Sell |
19,850
-560
| -3% | -$74.2K | 0.61% | 35 |
|
|
2023
Q4 | $2.28M | Buy |
20,410
+870
| +4% | +$97.1K | 0.54% | 42 |
|
|
2023
Q3 | $1.62M | Sell |
19,540
-1,770
| -8% | -$147K | 0.43% | 50 |
|
|
2023
Q2 | $1.85M | Buy |
21,310
+4,740
| +29% | +$411K | 0.48% | 43 |
|
|
2023
Q1 | $1.06M | Buy |
16,570
+4,360
| +36% | +$280K | 0.29% | 65 |
|
|
2022
Q4 | $683K | Buy |
12,210
+2,210
| +22% | +$124K | 0.2% | 75 |
|
|
2022
Q3 | $444K | Buy |
+10,000
| New | +$444K | 0.14% | 99 |
|