Ameliora 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 | $5.19M | Sell |
18,826
-3,069
| -14% | -$846K | 1.86% | 14 |
|
|
2025
Q1 | $3.67M | Sell |
21,895
-9,570
| -30% | -$1.6M | 1.38% | 20 |
|
|
2024
Q4 | $7.29M | Buy |
31,465
+4,680
| +17% | +$1.09M | 2.74% | 12 |
|
|
2024
Q3 | $4.62M | Buy |
26,785
+515
| +2% | +$88.8K | 1.93% | 12 |
|
|
2024
Q2 | $4.22M | Buy |
26,270
+17,000
| +183% | +$2.73M | 1.91% | 16 |
|
|
2024
Q1 | $1.23M | Buy |
9,270
+1,460
| +19% | +$194K | 0.56% | 43 |
|
|
2023
Q4 | $872K | Sell |
7,810
-130
| -2% | -$14.5K | 0.43% | 43 |
|
|
2023
Q3 | $659K | Buy |
7,940
+930
| +13% | +$77.2K | 0.39% | 42 |
|
|
2023
Q2 | $608K | Hold |
7,010
| – | – | 0.38% | 45 |
|
|
2023
Q1 | $450K | Buy |
+7,010
| New | +$450K | 0.26% | 67 |
|