Zhang 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 | $5.92M | Sell |
21,487
-479
| -2% | -$132K | 0.27% | 50 |
|
|
2025
Q1 | $3.68M | Sell |
21,966
-2,164
| -9% | -$362K | 0.19% | 66 |
|
|
2024
Q4 | $5.59M | Buy |
24,130
+2,975
| +14% | +$690K | 0.32% | 44 |
|
|
2024
Q3 | $3.65M | Sell |
21,155
-1,185
| -5% | -$204K | 0.23% | 59 |
|
|
2024
Q2 | $3.59M | Buy |
22,340
+270
| +1% | +$43.3K | 0.25% | 54 |
|
|
2024
Q1 | $2.93M | Buy |
22,070
+1,680
| +8% | +$223K | 0.22% | 64 |
|
|
2023
Q4 | $2.28M | Sell |
20,390
-1,540
| -7% | -$172K | 0.2% | 64 |
|
|
2023
Q3 | $1.84M | Buy |
21,930
+1,190
| +6% | +$99.6K | 0.19% | 69 |
|
|
2023
Q2 | $1.81M | Buy |
20,740
+1,030
| +5% | +$89.7K | 0.19% | 69 |
|
|
2023
Q1 | $1.26M | Buy |
19,710
+60
| +0.3% | +$3.85K | 0.14% | 88 |
|
|
2022
Q4 | $1.1M | Buy |
19,650
+6,410
| +48% | +$358K | 0.14% | 90 |
|
|
2022
Q3 | $588K | Buy |
13,240
+190
| +1% | +$8.44K | 0.09% | 121 |
|
|
2022
Q2 | $634K | Sell |
13,050
-650
| -5% | -$31.6K | 0.1% | 113 |
|
|
2022
Q1 | $862K | Buy |
13,700
+7,090
| +107% | +$446K | 0.15% | 91 |
|
|
2021
Q4 | $440K | Buy |
6,610
+500
| +8% | +$33.3K | 0.08% | 130 |
|
|
2021
Q3 | $297K | Buy |
+6,110
| New | +$297K | 0.07% | 129 |
|