Symphony Financial’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.7M | Buy |
49,627
+37,957
| +325% | +$9.69M | 1.66% | 15 |
|
|
2025
Q1 | $1.96M | Sell |
11,670
-35,043
| -75% | -$5.88M | 1.16% | 22 |
|
|
2024
Q4 | $11.3M | Sell |
46,713
-2,805
| -6% | -$677K | 1.77% | 16 |
|
|
2024
Q3 | $8.54M | Buy |
49,518
+998
| +2% | +$172K | 1.41% | 21 |
|
|
2024
Q2 | $7.74M | Buy |
48,520
+9,130
| +23% | +$1.46M | 1.41% | 22 |
|
|
2024
Q1 | $5.22M | Sell |
39,390
-6,920
| -15% | -$917K | 1.22% | 25 |
|
|
2023
Q4 | $5.13M | Buy |
46,310
+14,440
| +45% | +$1.6M | 1.1% | 24 |
|
|
2023
Q3 | $2.66M | Sell |
31,870
-1,780
| -5% | -$149K | 0.65% | 33 |
|
|
2023
Q2 | $2.9M | Buy |
33,650
+19,370
| +136% | +$1.67M | 0.71% | 35 |
|
|
2023
Q1 | $905K | Sell |
14,280
-640
| -4% | -$40.6K | 0.23% | 86 |
|
|
2022
Q4 | $836K | Sell |
14,920
-320
| -2% | -$17.9K | 0.22% | 87 |
|
|
2022
Q3 | $686K | Sell |
15,240
-280
| -2% | -$12.6K | 0.22% | 97 |
|
|
2022
Q2 | $761K | Sell |
15,520
-1,160
| -7% | -$56.9K | 0.23% | 90 |
|
|
2022
Q1 | $1.01M | Sell |
16,680
-1,150
| -6% | -$69.4K | 0.24% | 81 |
|
|
2021
Q4 | $1.18M | Buy |
17,830
+5,480
| +44% | +$364K | 0.33% | 64 |
|
|
2021
Q3 | $605K | Sell |
12,350
-5,580
| -31% | -$273K | 0.21% | 82 |
|
|
2021
Q2 | $849K | Sell |
17,930
-4,210
| -19% | -$199K | 0.29% | 62 |
|
|
2021
Q1 | $1.07M | Sell |
22,140
-20
| -0.1% | -$967 | 0.28% | 58 |
|
|
2020
Q4 | $942K | Sell |
22,160
-1,020
| -4% | -$43.4K | 0.34% | 54 |
|
|
2020
Q3 | $844K | Sell |
23,180
-1,780
| -7% | -$64.8K | 0.34% | 45 |
|
|
2020
Q2 | $788K | Buy |
24,960
+8,240
| +49% | +$260K | 0.38% | 43 |
|
|
2020
Q1 | $401K | Buy |
+16,720
| New | +$401K | 0.28% | 58 |
|