Trek 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 | $6.65M | Sell |
24,122
-12
| -0% | -$3.31K | 0.45% | 67 |
|
|
2025
Q1 | $4.04M | Sell |
24,134
-4,695
| -16% | -$786K | 0.29% | 89 |
|
|
2024
Q4 | $6.68M | Buy |
28,829
+18,990
| +193% | +$4.4M | 0.5% | 55 |
|
|
2024
Q3 | $1.7M | Sell |
9,839
-11
| -0.1% | -$1.9K | 0.13% | 147 |
|
|
2024
Q2 | $1.58M | Buy |
9,850
+2,430
| +33% | +$390K | 0.13% | 140 |
|
|
2024
Q1 | $983K | Buy |
7,420
+1,390
| +23% | +$184K | 0.08% | 165 |
|
|
2023
Q4 | $673K | Sell |
6,030
-2,700
| -31% | -$301K | 0.06% | 155 |
|
|
2023
Q3 | $725K | Buy |
8,730
+220
| +3% | +$18.3K | 0.07% | 143 |
|
|
2023
Q2 | $738K | Buy |
8,510
+2,450
| +40% | +$213K | 0.07% | 129 |
|
|
2023
Q1 | $389K | Buy |
+6,060
| New | +$389K | 0.04% | 186 |
|
|
2022
Q4 | – | Sell |
-16,480
| Closed | -$732K | – | 234 |
|
|
2022
Q3 | $732K | Sell |
16,480
-9,530
| -37% | -$423K | 0.08% | 112 |
|
|
2022
Q2 | $1.26M | Sell |
26,010
-820
| -3% | -$39.8K | 0.13% | 82 |
|
|
2022
Q1 | $1.69M | Buy |
+26,830
| New | +$1.69M | 0.15% | 75 |
|