Austin 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 | $1.07M | Buy |
3,646
+777
| +27% | +$228K | 0.19% | 66 |
|
|
2025
Q1 | $540K | Buy |
2,869
+534
| +23% | +$100K | 0.11% | 75 |
|
|
2024
Q4 | $554K | Buy |
2,335
+575
| +33% | +$137K | 0.11% | 77 |
|
|
2024
Q3 | $303K | Sell |
1,760
-160
| -8% | -$27.5K | 0.07% | 98 |
|
|
2024
Q2 | $328K | Buy |
1,920
+10
| +0.5% | +$1.71K | 0.08% | 89 |
|
|
2024
Q1 | $266K | Buy |
1,910
+60
| +3% | +$8.35K | 0.07% | 94 |
|
|
2023
Q4 | $230K | Buy |
+1,850
| New | +$230K | 0.06% | 105 |
|