Aprio 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 | $3.05M | Buy |
11,073
+2,105
| +23% | +$580K | 0.34% | 50 |
|
|
2025
Q1 | $1.5M | Sell |
8,968
-56
| -0.6% | -$9.38K | 0.19% | 79 |
|
|
2024
Q4 | $2.09M | Sell |
9,024
-260
| -3% | -$60.3K | 0.31% | 54 |
|
|
2024
Q3 | $1.6M | Sell |
9,284
-1,066
| -10% | -$184K | 0.26% | 56 |
|
|
2024
Q2 | $1.66M | Sell |
10,350
-1,320
| -11% | -$212K | 0.3% | 46 |
|
|
2024
Q1 | $1.55M | Sell |
11,670
-880
| -7% | -$117K | 0.3% | 41 |
|
|
2023
Q4 | $1.4M | Buy |
12,550
+2,450
| +24% | +$273K | 0.31% | 44 |
|
|
2023
Q3 | $839K | Buy |
10,100
+4,180
| +71% | +$347K | 0.23% | 53 |
|
|
2023
Q2 | $513K | Sell |
5,920
-330
| -5% | -$28.6K | 0.14% | 75 |
|
|
2023
Q1 | $401K | Buy |
6,250
+2,190
| +54% | +$141K | 0.12% | 77 |
|
|
2022
Q4 | $227K | Buy |
+4,060
| New | +$227K | 0.08% | 109 |
|
|
2022
Q3 | – | Sell |
-4,940
| Closed | -$240K | – | 112 |
|
|
2022
Q2 | $240K | Buy |
+4,940
| New | +$240K | 0.1% | 90 |
|