Atticus 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 | $1.89M | Buy |
6,873
+4,040
| +143% | +$1.11M | 0.51% | 32 |
|
|
2025
Q1 | $474K | Buy |
2,833
+528
| +23% | +$88.4K | 0.15% | 75 |
|
|
2024
Q4 | $534K | Sell |
2,305
-57
| -2% | -$13.2K | 0.17% | 68 |
|
|
2024
Q3 | $407K | Sell |
2,362
-268
| -10% | -$46.2K | 0.13% | 79 |
|
|
2024
Q2 | $422K | Sell |
2,630
-370
| -12% | -$59.3K | 0.14% | 73 |
|
|
2024
Q1 | $398K | Sell |
3,000
-2,050
| -41% | -$272K | 0.13% | 79 |
|
|
2023
Q4 | $564K | Sell |
5,050
-180
| -3% | -$20.1K | 0.2% | 61 |
|
|
2023
Q3 | $434K | Sell |
5,230
-590
| -10% | -$49K | 0.17% | 81 |
|
|
2023
Q2 | $505K | Buy |
5,820
+2,500
| +75% | +$217K | 0.19% | 76 |
|
|
2023
Q1 | $213K | Sell |
3,320
-1,510
| -31% | -$97K | 0.08% | 128 |
|
|
2022
Q4 | $270K | Sell |
4,830
-260
| -5% | -$14.5K | 0.11% | 106 |
|
|
2022
Q3 | $247K | Hold |
5,090
| – | – | 0.12% | 105 |
|
|
2022
Q2 | $247K | Sell |
5,090
-340
| -6% | -$16.5K | 0.1% | 120 |
|
|
2022
Q1 | $342K | Buy |
5,430
+200
| +4% | +$12.6K | 0.12% | 105 |
|
|
2021
Q4 | $348K | Buy |
5,230
+1,930
| +58% | +$128K | 0.14% | 95 |
|
|
2021
Q3 | $160K | Sell |
3,300
-840
| -20% | -$40.7K | 0.07% | 119 |
|
|
2021
Q2 | $198K | Buy |
4,140
+120
| +3% | +$5.74K | 0.09% | 114 |
|
|
2021
Q1 | $186K | Sell |
4,020
-50
| -1% | -$2.31K | 0.09% | 113 |
|
|
2020
Q4 | $178K | Buy |
4,070
+10
| +0.2% | +$437 | 0.09% | 107 |
|
|
2020
Q3 | $148K | Buy |
4,060
+3,760
| +1,253% | +$137K | 0.09% | 104 |
|
|
2020
Q2 | $9K | Buy |
300
+130
| +76% | +$3.9K | 0.01% | 251 |
|
|
2020
Q1 | $4K | Hold |
170
| – | – | ﹤0.01% | 258 |
|
|
2019
Q4 | $5K | Buy |
+170
| New | +$5K | ﹤0.01% | 259 |
|