BigSur Wealth Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.21M | Buy |
8,019
+914
| +13% | +$252K | 0.56% | 48 |
|
2025
Q1 | $1.19M | Buy |
7,105
+2,393
| +51% | +$401K | 0.32% | 81 |
|
2024
Q4 | $1.09M | Sell |
4,712
-2,085
| -31% | -$483K | 0.31% | 83 |
|
2024
Q3 | $1.17M | Buy |
6,797
+1,007
| +17% | +$174K | 0.32% | 77 |
|
2024
Q2 | $930K | Buy |
+5,790
| New | +$930K | 0.28% | 82 |
|