1858 Wealth Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Sell |
4,915
-380
| -7% | -$105K | 1% | 27 |
|
|
2025
Q1 | $887K | Buy |
5,295
+432
| +9% | +$72.3K | 0.75% | 42 |
|
|
2024
Q4 | $1.13M | Buy |
4,863
+2
| +0% | +$464 | 0.89% | 30 |
|
|
2024
Q3 | $839K | Sell |
4,861
-39
| -0.8% | -$6.73K | 0.69% | 45 |
|
|
2024
Q2 | $787K | Buy |
4,900
+2,170
| +79% | +$348K | 0.65% | 47 |
|
|
2024
Q1 | $305K | Hold |
2,730
| – | – | 0.29% | 82 |
|
|
2023
Q4 | $305K | Buy |
+2,730
| New | +$305K | 0.29% | 82 |
|