Bison Wealth’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $3.64M | Sell |
15,700
-14,328
| -48% | -$3.32M | 0.8% | 29 |
|
|
2024
Q3 | $5.18M | Buy |
30,028
+6,678
| +29% | +$1.15M | 0.82% | 25 |
|
|
2024
Q2 | $3.09M | Hold |
23,350
| – | – | 0.5% | 49 |
|
|
2024
Q1 | $3.09M | Sell |
23,350
-3,940
| -14% | -$522K | 0.5% | 49 |
|
|
2023
Q4 | $3.05M | Buy |
27,290
+1,950
| +8% | +$218K | 0.54% | 39 |
|
|
2023
Q3 | $2.1M | Buy |
25,340
+5,450
| +27% | +$453K | 0.41% | 59 |
|
|
2023
Q2 | $1.72M | Buy |
19,890
+1,730
| +10% | +$150K | 0.32% | 80 |
|
|
2023
Q1 | $1.14M | Sell |
18,160
-1,410
| -7% | -$88.5K | 0.35% | 78 |
|
|
2022
Q4 | $1.14M | Buy |
19,570
+1,000
| +5% | +$58.1K | 0.36% | 85 |
|
|
2022
Q3 | $824K | Buy |
+18,570
| New | +$824K | 0.32% | 99 |
|