Aviso 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 | $3.56M | Buy |
12,918
+299
| +2% | +$82.4K | 1.66% | 15 |
|
|
2025
Q1 | $2.11M | Sell |
12,619
-87
| -0.7% | -$14.6K | 1.12% | 18 |
|
|
2024
Q4 | $2.95M | Buy |
12,706
+73
| +0.6% | +$16.9K | 1.5% | 10 |
|
|
2024
Q3 | $2.18M | Sell |
12,633
-347
| -3% | -$59.9K | 1.18% | 19 |
|
|
2024
Q2 | $2.08M | Sell |
12,980
-520
| -4% | -$83.5K | 1.24% | 14 |
|
|
2024
Q1 | $1.79M | Buy |
13,500
+700
| +5% | +$92.8K | 1.13% | 22 |
|
|
2023
Q4 | $1.43M | Buy |
+12,800
| New | +$1.43M | 1.04% | 23 |
|