Beta Wealth Group’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $314K | Sell |
1,138
-960
| -46% | -$265K | 0.11% | 91 |
|
|
2025
Q1 | $351K | Hold |
2,098
| – | – | 0.13% | 84 |
|
|
2024
Q4 | $486K | Sell |
2,098
-2,803
| -57% | -$650K | 0.22% | 78 |
|
|
2024
Q3 | $846K | Buy |
+4,901
| New | +$846K | 0.38% | 47 |
|
|
2024
Q2 | – | Sell |
-1,400
| Closed | -$186K | – | 105 |
|
|
2024
Q1 | $186K | Sell |
1,400
-660
| -32% | -$87.5K | 0.09% | 99 |
|
|
2023
Q4 | $230K | Buy |
+2,060
| New | +$230K | 0.12% | 96 |
|
|
2023
Q3 | – | Sell |
-2,800
| Closed | -$243K | – | 101 |
|
|
2023
Q2 | $243K | Sell |
2,800
-730
| -21% | -$63.3K | 0.14% | 92 |
|
|
2023
Q1 | $226K | Buy |
+3,530
| New | +$226K | 0.13% | 92 |
|
|
2021
Q3 | – | Sell |
-4,430
| Closed | -$212K | – | 62 |
|
|
2021
Q2 | $212K | Sell |
4,430
-170
| -4% | -$8.14K | 0.15% | 61 |
|
|
2021
Q1 | $213K | Buy |
+4,600
| New | +$213K | 0.15% | 55 |
|