Alaethes 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 | $7.84M | Sell |
28,430
-47
| -0.2% | -$13K | 2.34% | 9 |
|
|
2025
Q1 | $4.77M | Sell |
28,477
-146
| -0.5% | -$24.4K | 1.75% | 10 |
|
|
2024
Q4 | $6.64M | Sell |
28,623
-277
| -1% | -$64.2K | 2.37% | 8 |
|
|
2024
Q3 | $4.99M | Sell |
28,900
-230
| -0.8% | -$39.7K | 1.84% | 10 |
|
|
2024
Q2 | $4.68M | Sell |
29,130
-60
| -0.2% | -$9.63K | 1.93% | 11 |
|
|
2024
Q1 | $3.87M | Sell |
29,190
-2,260
| -7% | -$300K | 1.69% | 12 |
|
|
2023
Q4 | $3.51M | Buy |
31,450
+710
| +2% | +$79.2K | 1.66% | 12 |
|
|
2023
Q3 | $2.55M | Buy |
30,740
+910
| +3% | +$75.6K | 1.4% | 12 |
|
|
2023
Q2 | $2.59M | Sell |
29,830
-1,740
| -6% | -$151K | 1.42% | 11 |
|
|
2023
Q1 | $2.03M | Buy |
31,570
+1,540
| +5% | +$98.8K | 1.19% | 16 |
|
|
2022
Q4 | $1.68M | Buy |
30,030
+630
| +2% | +$35.2K | 1.15% | 23 |
|
|
2022
Q3 | $1.31M | Buy |
29,400
+1,200
| +4% | +$53.3K | 0.96% | 31 |
|
|
2022
Q2 | $1.37M | Sell |
28,200
-580
| -2% | -$28.2K | 1.02% | 25 |
|
|
2022
Q1 | $1.81M | Buy |
28,780
+290
| +1% | +$18.3K | 1.15% | 18 |
|
|
2021
Q4 | $1.9M | Buy |
28,490
+910
| +3% | +$60.6K | 1.19% | 21 |
|
|
2021
Q3 | $1.34M | Buy |
27,580
+1,180
| +4% | +$57.2K | 0.97% | 30 |
|
|
2021
Q2 | $1.26M | Buy |
26,400
+2,660
| +11% | +$127K | 0.97% | 32 |
|
|
2021
Q1 | $1.1M | Buy |
+23,740
| New | +$1.1M | 1.02% | 28 |
|