Beta Wealth Group’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $374K | Sell |
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|
2025
Q2 | $314K | Sell |
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|
2025
Q1 | $351K | Hold |
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|
2024
Q4 | $486K | Sell |
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|
2024
Q3 | $846K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $186K | Sell |
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|
2023
Q4 | $230K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $243K | Sell |
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|
2023
Q1 | $226K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $212K | Sell |
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|
2021
Q1 | $213K | Buy |
|