United Advisor Group’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.68M | Buy |
6,085
+2,114
| +53% | +$583K | 0.29% | 92 |
|
|
2025
Q1 | $665K | Sell |
3,971
-2,201
| -36% | -$369K | 0.14% | 152 |
|
|
2024
Q4 | $1.43M | Buy |
6,172
+1,382
| +29% | +$320K | 0.28% | 82 |
|
|
2024
Q3 | $826K | Buy |
4,790
+2,040
| +74% | +$352K | 0.19% | 123 |
|
|
2024
Q2 | $442K | Buy |
+2,750
| New | +$442K | 0.14% | 149 |
|