Whelan 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 | $1.18M | Sell |
4,273
-151
| -3% | -$41.6K | 0.43% | 24 |
|
|
2025
Q1 | $741K | Sell |
4,424
-169
| -4% | -$28.3K | 0.29% | 25 |
|
|
2024
Q4 | $1.06M | Buy |
4,593
+1,551
| +51% | +$360K | 0.42% | 19 |
|
|
2024
Q3 | $525K | Buy |
3,042
+272
| +10% | +$46.9K | 0.22% | 27 |
|
|
2024
Q2 | $445K | Buy |
2,770
+150
| +6% | +$24.1K | 0.2% | 28 |
|
|
2024
Q1 | $347K | Buy |
2,620
+600
| +30% | +$79.4K | 0.16% | 32 |
|
|
2023
Q4 | $225K | Buy |
+2,020
| New | +$225K | 0.11% | 34 |
|