Valmark Advisers’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.04M | Buy |
7,414
+260
| +4% | +$71.7K | 0.03% | 219 |
|
|
2025
Q1 | $1.2M | Buy |
7,154
+18
| +0.3% | +$3.01K | 0.02% | 284 |
|
|
2024
Q4 | $1.65M | Buy |
7,136
+218
| +3% | +$50.5K | 0.03% | 232 |
|
|
2024
Q3 | $1.19M | Sell |
6,918
-392
| -5% | -$67.6K | 0.02% | 273 |
|
|
2024
Q2 | $1.17M | Buy |
7,310
+450
| +7% | +$72.2K | 0.02% | 252 |
|
|
2024
Q1 | $910K | Buy |
6,860
+90
| +1% | +$11.9K | 0.02% | 281 |
|
|
2023
Q4 | $756K | Buy |
6,770
+370
| +6% | +$41.3K | 0.01% | 295 |
|
|
2023
Q3 | $532K | Buy |
6,400
+590
| +10% | +$49K | 0.01% | 316 |
|
|
2023
Q2 | $504K | Sell |
5,810
-150
| -3% | -$13K | 0.01% | 331 |
|
|
2023
Q1 | $383K | Buy |
5,960
+910
| +18% | +$58.4K | 0.01% | 354 |
|
|
2022
Q4 | $283K | Buy |
5,050
+150
| +3% | +$8.39K | 0.01% | 380 |
|
|
2022
Q3 | $218K | Buy |
4,900
+460
| +10% | +$20.5K | ﹤0.01% | 385 |
|
|
2022
Q2 | $216K | Buy |
4,440
+820
| +23% | +$39.9K | ﹤0.01% | 394 |
|
|
2022
Q1 | $228K | Buy |
+3,620
| New | +$228K | ﹤0.01% | 400 |
|