Birchcreek 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 | $647K | Buy |
2,346
+59
| +3% | +$16.3K | 0.37% | 49 |
|
|
2025
Q1 | $383K | Buy |
2,287
+29
| +1% | +$4.86K | 0.24% | 78 |
|
|
2024
Q4 | $523K | Buy |
2,258
+880
| +64% | +$204K | 0.33% | 56 |
|
|
2024
Q3 | $238K | Sell |
1,378
-72
| -5% | -$12.4K | 0.16% | 103 |
|
|
2024
Q2 | $233K | Buy |
+1,450
| New | +$233K | 0.13% | 131 |
|
|
2021
Q1 | – | Sell |
-530
| Closed | -$23K | – | 121 |
|
|
2020
Q4 | $23K | Buy |
+530
| New | +$23K | 0.02% | 294 |
|