Walkner Condon Financial Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Buy |
3,944
+38
| +1% | +$10.5K | 0.2% | 95 |
|
|
2025
Q1 | $654K | Buy |
3,906
+335
| +9% | +$56.1K | 0.13% | 120 |
|
|
2024
Q4 | $828K | Buy |
3,571
+245
| +7% | +$56.8K | 0.17% | 106 |
|
|
2024
Q3 | $574K | Sell |
3,326
-44
| -1% | -$7.59K | 0.12% | 139 |
|
|
2024
Q2 | $541K | Buy |
3,370
+80
| +2% | +$12.8K | 0.12% | 138 |
|
|
2024
Q1 | $436K | Sell |
3,290
-1,050
| -24% | -$139K | 0.09% | 168 |
|
|
2023
Q4 | $484K | Buy |
4,340
+910
| +27% | +$102K | 0.11% | 150 |
|
|
2023
Q3 | $285K | Buy |
3,430
+250
| +8% | +$20.8K | 0.08% | 200 |
|
|
2023
Q2 | $276K | Buy |
+3,180
| New | +$276K | 0.07% | 195 |
|