XF
XML Financial’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.89M | Buy |
10,501
+610
| +6% | +$168K | 0.25% | 88 |
|
|
2025
Q1 | $1.66M | Sell |
9,891
-233
| -2% | -$39K | 0.15% | 126 |
|
|
2024
Q4 | $2.35M | Sell |
10,124
-258
| -2% | -$59.8K | 0.21% | 101 |
|
|
2024
Q3 | $1.79M | Buy |
10,382
+9,338
| +894% | +$1.61M | 0.17% | 127 |
|
|
2024
Q2 | $1.68M | Sell |
1,044
-50
| -5% | -$80.3K | 0.17% | 125 |
|
|
2024
Q1 | $1.45M | Sell |
1,094
-110
| -9% | -$146K | 0.15% | 134 |
|
|
2023
Q4 | $1.34M | Sell |
1,204
-10
| -0.8% | -$11.2K | 0.14% | 134 |
|
|
2023
Q3 | $1.01M | Sell |
1,214
-83
| -6% | -$69K | 0.12% | 151 |
|
|
2023
Q2 | $1.12M | Buy |
1,297
+123
| +10% | +$107K | 0.13% | 148 |
|
|
2023
Q1 | $753K | Sell |
1,174
-18
| -2% | -$11.6K | 0.09% | 178 |
|
|
2022
Q4 | $666K | Sell |
1,192
-179
| -13% | -$100K | 0.08% | 181 |
|
|
2022
Q3 | $609K | Buy |
1,371
+569
| +71% | +$253K | 0.08% | 180 |
|
|
2022
Q2 | $390K | Sell |
802
-432
| -35% | -$210K | 0.09% | 158 |
|
|
2022
Q1 | $777K | Buy |
1,234
+183
| +17% | +$115K | 0.09% | 171 |
|
|
2021
Q4 | $699K | Buy |
1,051
+100
| +11% | +$66.5K | 0.08% | 178 |
|
|
2021
Q3 | $461K | Buy |
951
+412
| +76% | +$200K | 0.06% | 204 |
|
|
2021
Q2 | $257K | Buy |
539
+5
| +0.9% | +$2.38K | 0.06% | 187 |
|
|
2021
Q1 | $247K | Sell |
534
-43
| -7% | -$19.9K | 0.06% | 183 |
|
|
2020
Q4 | $253K | Buy |
+577
| New | +$253K | 0.07% | 172 |
|