Avion Wealth’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $541K | Buy |
1,965
+481
| +32% | +$132K | 0.12% | 50 |
|
|
2025
Q1 | $344K | Hold |
1,484
| – | – | 0.09% | 61 |
|
|
2024
Q4 | $344K | Buy |
1,484
+128
| +9% | +$29.7K | 0.09% | 61 |
|
|
2024
Q3 | $233K | Buy |
1,356
+896
| +195% | +$154K | 0.06% | 76 |
|
|
2024
Q2 | $73K | Buy |
460
+80
| +21% | +$12.7K | 0.02% | 135 |
|
|
2024
Q1 | $51K | Buy |
380
+40
| +12% | +$5.37K | 0.01% | 158 |
|
|
2023
Q4 | $38K | Buy |
340
+50
| +17% | +$5.59K | 0.01% | 169 |
|
|
2023
Q3 | $23K | Buy |
290
+70
| +32% | +$5.55K | 0.01% | 201 |
|
|
2023
Q2 | $18K | Buy |
220
+160
| +267% | +$13.1K | ﹤0.01% | 236 |
|
|
2023
Q1 | $3K | Hold |
60
| – | – | ﹤0.01% | 341 |
|
|
2022
Q4 | $2K | Hold |
60
| – | – | ﹤0.01% | 371 |
|
|
2022
Q3 | $3K | Sell |
60
-50
| -45% | -$2.5K | ﹤0.01% | 360 |
|
|
2022
Q2 | $5K | Buy |
110
+50
| +83% | +$2.27K | ﹤0.01% | 317 |
|
|
2022
Q1 | $4K | Hold |
60
| – | – | ﹤0.01% | 300 |
|
|
2021
Q4 | $4K | Hold |
60
| – | – | ﹤0.01% | 295 |
|
|
2021
Q3 | $3K | Buy |
+60
| New | +$3K | ﹤0.01% | 300 |
|
|
2021
Q1 | – | Sell |
-2,030
| Closed | -$89K | – | 349 |
|
|
2020
Q4 | $89K | Buy |
+2,030
| New | +$89K | 0.03% | 81 |
|