Altus Wealth Group’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.01M | Sell |
14,551
-1,271
| -8% | -$350K | 1.77% | 11 |
|
|
2025
Q1 | $2.65M | Buy |
15,822
+599
| +4% | +$100K | 1.24% | 13 |
|
|
2024
Q4 | $3.53M | Buy |
15,223
+27
| +0.2% | +$6.26K | 1.56% | 14 |
|
|
2024
Q3 | $2.62M | Buy |
15,196
+1,196
| +9% | +$206K | 1.12% | 20 |
|
|
2024
Q2 | $2.25M | Sell |
14,000
-1,400
| -9% | -$225K | 1.13% | 24 |
|
|
2024
Q1 | $2.04M | Sell |
15,400
-220
| -1% | -$29.2K | 1.02% | 25 |
|
|
2023
Q4 | $1.74M | Buy |
15,620
+110
| +0.7% | +$12.3K | 0.97% | 22 |
|
|
2023
Q3 | $1.29M | Sell |
15,510
-230
| -1% | -$19.1K | 0.82% | 31 |
|
|
2023
Q2 | $1.37M | Buy |
15,740
+470
| +3% | +$40.8K | 0.84% | 29 |
|
|
2023
Q1 | $980K | Sell |
15,270
-70
| -0.5% | -$4.49K | 0.66% | 35 |
|
|
2022
Q4 | $858K | Buy |
15,340
+3,500
| +30% | +$196K | 0.65% | 37 |
|
|
2022
Q3 | $574K | Hold |
11,840
| – | – | 0.57% | 49 |
|
|
2022
Q2 | $574K | Buy |
11,840
+470
| +4% | +$22.8K | 0.57% | 49 |
|
|
2022
Q1 | $716K | Sell |
11,370
-340
| -3% | -$21.4K | 0.59% | 36 |
|
|
2021
Q4 | $779K | Sell |
11,710
-130
| -1% | -$8.65K | 0.64% | 39 |
|
|
2021
Q3 | $574K | Buy |
11,840
+1,120
| +10% | +$54.3K | 0.57% | 49 |
|
|
2021
Q2 | $511K | Buy |
10,720
+40
| +0.4% | +$1.91K | 0.5% | 48 |
|
|
2021
Q1 | $475K | Buy |
10,680
+310
| +3% | +$13.8K | 0.47% | 51 |
|
|
2020
Q4 | $454K | Buy |
+10,370
| New | +$454K | 0.43% | 45 |
|