USA Financial Formulas’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-16,927
| Closed | -$2.92M | – | 294 |
|
|
2024
Q3 | $2.92M | Buy |
+16,927
| New | +$2.92M | 0.45% | 12 |
|
|
2024
Q1 | – | Sell |
-22,250
| Closed | -$2.48M | – | 310 |
|
|
2023
Q4 | $2.48M | Buy |
22,250
+17,190
| +340% | +$1.92M | 0.43% | 22 |
|
|
2023
Q3 | $420K | Sell |
5,060
-5,480
| -52% | -$455K | 0.63% | 40 |
|
|
2023
Q2 | $914K | Buy |
10,540
+10,490
| +20,980% | +$910K | 1.4% | 19 |
|
|
2023
Q1 | $3.21K | Buy |
+50
| New | +$3.21K | 0.01% | 190 |
|
|
2022
Q3 | $2K | Hold |
50
| – | – | ﹤0.01% | 157 |
|
|
2022
Q2 | $2K | Sell |
50
-60,540
| -100% | -$2.42M | ﹤0.01% | 187 |
|
|
2022
Q1 | $3.82M | Buy |
60,590
+60,580
| +605,800% | +$3.81M | 4.08% | 5 |
|
|
2021
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 296 |
|
|
2021
Q3 | $0 | Hold |
10
| – | – | ﹤0.01% | 405 |
|
|
2021
Q2 | $0 | Sell |
10
-39,860
| -100% | – | ﹤0.01% | 377 |
|
|
2021
Q1 | $1.85M | Sell |
39,870
-200
| -0.5% | -$9.28K | 1.5% | 9 |
|
|
2020
Q4 | $1.75M | Buy |
+40,070
| New | +$1.75M | 1.39% | 20 |
|
|
2017
Q4 | – | Sell |
-274,190
| Closed | -$6.65M | – | 258 |
|
|
2017
Q3 | $6.65M | Sell |
274,190
-9,910
| -3% | -$240K | 1.58% | 10 |
|
|
2017
Q2 | $6.62M | Buy |
+284,100
| New | +$6.62M | 1.6% | 11 |
|
|
2015
Q3 | – | Sell |
-470,630
| Closed | -$6.26M | – | 103 |
|
|
2015
Q2 | $6.26M | Buy |
470,630
+57,610
| +14% | +$766K | 1.92% | 8 |
|
|
2015
Q1 | $5.25M | Buy |
+413,020
| New | +$5.25M | 1.71% | 9 |
|