BetterWealth’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,056
| Closed | -$245K | – | 62 |
|
|
2024
Q4 | $245K | Buy |
+1,056
| New | +$245K | 0.07% | 59 |
|
|
2024
Q2 | – | Sell |
-6,020
| Closed | -$797K | – | 62 |
|
|
2024
Q1 | $797K | Hold |
6,020
| – | – | 0.26% | 31 |
|
|
2023
Q4 | $672K | Buy |
6,020
+90
| +2% | +$10K | 0.23% | 33 |
|
|
2023
Q3 | $492K | Hold |
5,930
| – | – | 0.2% | 29 |
|
|
2023
Q2 | $514K | Buy |
5,930
+40
| +0.7% | +$3.47K | 0.2% | 28 |
|
|
2023
Q1 | $378K | Buy |
5,890
+40
| +0.7% | +$2.57K | 0.15% | 32 |
|
|
2022
Q4 | $327K | Buy |
5,850
+50
| +0.9% | +$2.8K | 0.15% | 30 |
|
|
2022
Q3 | $258K | Buy |
5,800
+50
| +0.9% | +$2.22K | 0.13% | 33 |
|
|
2022
Q2 | $279K | Buy |
5,750
+50
| +0.9% | +$2.43K | 0.14% | 32 |
|
|
2022
Q1 | $359K | Buy |
5,700
+30
| +0.5% | +$1.89K | 0.48% | 21 |
|
|
2021
Q4 | $377K | Buy |
+5,670
| New | +$377K | 0.26% | 24 |
|