The Family Firm’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.87M | Sell |
21,298
-1,547
| -7% | -$426K | 1.41% | 19 |
|
|
2025
Q1 | $3.82M | Buy |
22,845
+76
| +0.3% | +$12.7K | 0.85% | 26 |
|
|
2024
Q4 | $5.28M | Buy |
22,769
+112
| +0.5% | +$26K | 1.17% | 19 |
|
|
2024
Q3 | $3.91M | Buy |
22,657
+15,987
| +240% | +$2.76M | 0.86% | 26 |
|
|
2024
Q2 | $1.07M | Buy |
6,670
+4,220
| +172% | +$678K | 0.24% | 73 |
|
|
2024
Q1 | $325K | Hold |
2,450
| – | – | 0.08% | 149 |
|
|
2023
Q4 | $274K | Hold |
2,450
| – | – | 0.07% | 153 |
|
|
2023
Q3 | $203K | Buy |
2,450
+10
| +0.4% | +$830 | 0.06% | 172 |
|
|
2023
Q2 | $212K | Buy |
+2,440
| New | +$212K | 0.06% | 177 |
|