Values Added 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 | $512K | Buy |
1,857
+216
| +13% | +$59.5K | 0.25% | 72 |
|
2025
Q1 | $275K | Buy |
1,641
+84
| +5% | +$14.1K | 0.15% | 97 |
|
2024
Q4 | $361K | Sell |
1,557
-35
| -2% | -$8.11K | 0.21% | 81 |
|
2024
Q3 | $275K | Buy |
1,592
+32
| +2% | +$5.52K | 0.17% | 88 |
|
2024
Q2 | $250K | Buy |
+1,560
| New | +$250K | 0.18% | 79 |
|