BHPW
Beverly Hills Private Wealth’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.56M | Sell |
27,422
-1,208
| -4% | -$333K | 1.42% | 12 |
|
|
2025
Q1 | $4.79M | Sell |
28,630
-1,662
| -5% | -$278K | 0.95% | 23 |
|
|
2024
Q4 | $7.02M | Sell |
30,292
-5,794
| -16% | -$1.34M | 1.42% | 12 |
|
|
2024
Q3 | $6.22M | Buy |
36,086
+31,876
| +757% | +$5.5M | 1.26% | 13 |
|
|
2024
Q2 | $6.76M | Sell |
4,210
-385
| -8% | -$618K | 1.47% | 10 |
|
|
2024
Q1 | $6.09M | Sell |
4,595
-784
| -15% | -$1.04M | 1.41% | 8 |
|
|
2023
Q4 | $6M | Sell |
5,379
-552
| -9% | -$616K | 1.57% | 7 |
|
|
2023
Q3 | $4.93M | Sell |
5,931
-5,728
| -49% | -$4.76M | 1.47% | 9 |
|
|
2023
Q2 | $10.3M | Buy |
11,659
+4,819
| +70% | +$4.25M | 1.69% | 7 |
|
|
2023
Q1 | $4.39M | Buy |
6,840
+976
| +17% | +$626K | 1.36% | 11 |
|
|
2022
Q4 | $3.28M | Buy |
+5,864
| New | +$3.28M | 1.43% | 11 |
|