1776 Wealth’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $854K | Buy |
3,099
+100
| +3% | +$27.6K | 0.35% | 51 |
|
|
2025
Q1 | $502K | Buy |
2,999
+87
| +3% | +$14.6K | 0.23% | 82 |
|
|
2024
Q4 | $675K | Hold |
2,912
| – | – | 0.31% | 60 |
|
|
2024
Q3 | $502K | Buy |
2,912
+22
| +0.8% | +$3.8K | 0.22% | 91 |
|
|
2024
Q2 | $464K | Hold |
2,890
| – | – | 0.21% | 97 |
|
|
2024
Q1 | $383K | Hold |
2,890
| – | – | 0.18% | 95 |
|
|
2023
Q4 | $323K | Buy |
2,890
+90
| +3% | +$10K | 0.16% | 100 |
|
|
2023
Q3 | $233K | Hold |
2,800
| – | – | 0.12% | 113 |
|
|
2023
Q2 | $243K | Buy |
+2,800
| New | +$243K | 0.13% | 114 |
|
|
2022
Q2 | – | Sell |
-5,580
| Closed | -$351K | – | 122 |
|
|
2022
Q1 | $351K | Buy |
5,580
+1,580
| +40% | +$99.4K | 0.2% | 89 |
|
|
2021
Q4 | $266K | Buy |
+4,000
| New | +$266K | 0.14% | 104 |
|
|
2020
Q3 | – | Sell |
-4,000
| Closed | -$126K | – | 124 |
|
|
2020
Q2 | $126K | Sell |
4,000
-6,000
| -60% | -$189K | 0.09% | 129 |
|
|
2020
Q1 | $276K | Buy |
10,000
+5,000
| +100% | +$138K | 0.12% | 119 |
|
|
2019
Q4 | $158K | Buy |
+5,000
| New | +$158K | 0.13% | 112 |
|