Amplius Wealth Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.32M | Sell |
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|
2025
Q2 | $2.89M | Sell |
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|
2025
Q1 | $1.8M | Sell |
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|
2024
Q4 | $2.58M | Buy |
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|
2024
Q3 | $1.89M | Buy |
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|
2024
Q2 | $1.35M | Buy |
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|
2024
Q1 | $798K | Buy |
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|
2023
Q4 | $468K | Buy |
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|
2023
Q3 | $248K | Buy |
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|
2023
Q2 | $214K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $101K | Buy |
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