Ulland Investment Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $254K | Sell |
922
-135
| -13% | -$37.2K | 0.19% | 55 |
|
|
2025
Q1 | $177K | Hold |
1,057
| – | – | 0.15% | 65 |
|
|
2024
Q4 | $245K | Buy |
1,057
+584
| +123% | +$135K | 0.16% | 53 |
|
|
2024
Q3 | $82K | Buy |
473
+133
| +39% | +$23.1K | 0.06% | 95 |
|
|
2024
Q2 | $55K | Buy |
340
+60
| +21% | +$9.71K | 0.04% | 107 |
|
|
2024
Q1 | $37K | Buy |
+280
| New | +$37K | 0.03% | 120 |
|