Abundance Wealth Counselors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.82M | Buy |
13,184
+1,758
| +15% | +$509K | 0.71% | 24 |
|
|
2025
Q1 | $2.12M | Sell |
11,426
-1,461
| -11% | -$271K | 0.44% | 40 |
|
|
2024
Q4 | $2.99M | Buy |
12,887
+818
| +7% | +$190K | 0.65% | 21 |
|
|
2024
Q3 | $2.08M | Sell |
12,069
-41
| -0.3% | -$7.07K | 0.43% | 32 |
|
|
2024
Q2 | $1.94M | Sell |
12,110
-1,850
| -13% | -$297K | 0.89% | 21 |
|
|
2024
Q1 | $1.85M | Sell |
13,960
-16,450
| -54% | -$2.18M | 0.43% | 36 |
|
|
2023
Q4 | $3.4M | Buy |
30,410
+1,040
| +4% | +$116K | 0.88% | 19 |
|
|
2023
Q3 | $2.44M | Sell |
29,370
-3,960
| -12% | -$329K | 0.7% | 21 |
|
|
2023
Q2 | $2.89M | Buy |
33,330
+200
| +0.6% | +$17.3K | 1.5% | 9 |
|
|
2023
Q1 | $2.13M | Buy |
33,130
+360
| +1% | +$23.1K | 0.54% | 28 |
|
|
2022
Q4 | $1.83M | Buy |
32,770
+2,470
| +8% | +$138K | 0.5% | 33 |
|
|
2022
Q3 | $1.35M | Buy |
30,300
+1,520
| +5% | +$67.5K | 0.38% | 37 |
|
|
2022
Q2 | $1.4M | Buy |
28,780
+12,190
| +73% | +$592K | 0.38% | 38 |
|
|
2022
Q1 | $1.05M | Buy |
16,590
+8,140
| +96% | +$513K | 0.28% | 60 |
|
|
2021
Q4 | $562K | Sell |
8,450
-1,420
| -14% | -$94.4K | 0.14% | 74 |
|
|
2021
Q3 | $479K | Buy |
9,870
+800
| +9% | +$38.8K | 0.28% | 30 |
|
|
2021
Q2 | $432K | Buy |
9,070
+5,320
| +142% | +$253K | 0.11% | 77 |
|
|
2021
Q1 | $174K | Buy |
+3,750
| New | +$174K | 0.04% | 83 |
|