VitalStone Financial’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $369K | Buy |
2,140
+550
| +35% | +$94.9K | 0.25% | 78 |
|
|
2024
Q2 | $255K | Sell |
1,590
-10
| -0.6% | -$1.61K | 0.19% | 96 |
|
|
2024
Q1 | $212K | Buy |
1,600
+1,200
| +300% | +$159K | 0.16% | 103 |
|
|
2023
Q4 | $45K | Buy |
400
+50
| +14% | +$5.63K | 0.04% | 162 |
|
|
2023
Q3 | $34K | Hold |
350
| – | – | 0.03% | 153 |
|
|
2023
Q2 | $22K | Sell |
350
-250
| -42% | -$15.7K | 0.01% | 502 |
|
|
2023
Q1 | $40K | Buy |
600
+250
| +71% | +$16.7K | 0.03% | 116 |
|
|
2022
Q4 | $20K | Buy |
+350
| New | +$20K | 0.01% | 265 |
|