Beacon Bridge Wealth Partners’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Sell |
4,649
-3
| -0.1% | -$827 | 0.51% | 44 |
|
|
2025
Q1 | $779K | Buy |
4,652
+62
| +1% | +$10.4K | 0.33% | 50 |
|
|
2024
Q4 | $1.06M | Sell |
4,590
-375
| -8% | -$86.9K | 0.45% | 49 |
|
|
2024
Q3 | $856K | Buy |
4,965
+375
| +8% | +$64.7K | 0.37% | 49 |
|
|
2024
Q2 | $737K | Hold |
4,590
| – | – | 0.34% | 53 |
|
|
2024
Q1 | $608K | Hold |
4,590
| – | – | 0.29% | 56 |
|
|
2023
Q4 | $512K | Sell |
4,590
-78,220
| -94% | -$8.73M | 0.26% | 54 |
|
|
2023
Q3 | $6.88M | Sell |
82,810
-2,000
| -2% | -$166K | 3.63% | 7 |
|
|
2023
Q2 | $7.35M | Buy |
84,810
+79,980
| +1,656% | +$6.94M | 3.76% | 8 |
|
|
2023
Q1 | $310K | Buy |
4,830
+290
| +6% | +$18.6K | 0.19% | 59 |
|
|
2022
Q4 | $254K | Buy |
+4,540
| New | +$254K | 0.18% | 77 |
|