9258 Wealth Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $6.72M | Sell |
38,962
-278
| -0.7% | -$48K | 0.99% | 20 |
|
|
2024
Q2 | $6.3M | Sell |
39,240
-550
| -1% | -$88.3K | 0.97% | 21 |
|
|
2024
Q1 | $5.27M | Buy |
39,790
+950
| +2% | +$126K | 0.82% | 25 |
|
|
2023
Q4 | $4.34M | Buy |
38,840
+580
| +2% | +$64.7K | 0.76% | 28 |
|
|
2023
Q3 | $3.18M | Sell |
38,260
-1,220
| -3% | -$101K | 0.62% | 34 |
|
|
2023
Q2 | $3.42M | Sell |
39,480
-3,130
| -7% | -$271K | 0.64% | 33 |
|
|
2023
Q1 | $2.73M | Sell |
42,610
-30
| -0.1% | -$1.92K | 0.55% | 40 |
|
|
2022
Q4 | $2.38M | Buy |
42,640
+8,570
| +25% | +$479K | 0.52% | 42 |
|
|
2022
Q3 | $1.51M | Sell |
34,070
-1,000
| -3% | -$44.4K | 0.39% | 58 |
|
|
2022
Q2 | $1.7M | Buy |
35,070
+1,500
| +4% | +$72.9K | 0.44% | 53 |
|
|
2022
Q1 | $2.11M | Sell |
33,570
-760
| -2% | -$47.9K | 0.49% | 40 |
|
|
2021
Q4 | $2.28M | Buy |
34,330
+3,060
| +10% | +$204K | 0.52% | 33 |
|
|
2021
Q3 | $1.52M | Buy |
31,270
+350
| +1% | +$17K | 0.4% | 48 |
|
|
2021
Q2 | $1.48M | Buy |
30,920
+1,350
| +5% | +$64.4K | 0.4% | 50 |
|
|
2021
Q1 | $1.37M | Buy |
29,570
+240
| +0.8% | +$11.1K | 0.41% | 50 |
|
|
2020
Q4 | $1.28M | Buy |
29,330
+430
| +1% | +$18.8K | 0.42% | 47 |
|
|
2020
Q3 | $1.01M | Sell |
28,900
-1,580
| -5% | -$55.2K | 0.38% | 59 |
|
|
2020
Q2 | $962K | Buy |
30,480
+160
| +0.5% | +$5.05K | 0.39% | 66 |
|
|
2020
Q1 | $814K | Sell |
30,320
-2,480
| -8% | -$66.6K | 0.36% | 71 |
|
|
2019
Q4 | $1.04M | Buy |
32,800
+17,110
| +109% | +$540K | 0.38% | 69 |
|
|
2019
Q3 | $433K | Buy |
15,690
+110
| +0.7% | +$3.04K | 0.34% | 105 |
|
|
2019
Q2 | $449K | Buy |
15,580
+850
| +6% | +$24.5K | 0.36% | 96 |
|
|
2019
Q1 | $443K | Buy |
14,730
+640
| +5% | +$19.2K | 0.38% | 88 |
|
|
2018
Q4 | $358K | Buy |
+14,090
| New | +$358K | 0.35% | 96 |
|