BlackDiamond 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 | $1.73M | Buy |
6,521
+64
| +1% | +$16.9K | 1% | 32 |
|
2025
Q1 | $1.34M | Buy |
6,457
+1,178
| +22% | +$245K | 0.91% | 35 |
|
2024
Q4 | $1.22M | Sell |
5,279
-235
| -4% | -$54.5K | 0.71% | 42 |
|
2024
Q3 | $972K | Sell |
5,514
-38,046
| -87% | -$6.7M | 0.59% | 45 |
|
2024
Q2 | $635K | Buy |
43,560
+40,420
| +1,287% | +$589K | 0.42% | 58 |
|
2024
Q1 | $416K | Buy |
3,140
+190
| +6% | +$25.2K | 0.3% | 82 |
|
2023
Q4 | $367K | Buy |
2,950
+50
| +2% | +$6.22K | 0.27% | 83 |
|
2023
Q3 | $244K | Buy |
2,900
+110
| +4% | +$9.25K | 0.22% | 100 |
|
2023
Q2 | $256K | Sell |
2,790
-560
| -17% | -$51.4K | 0.22% | 106 |
|
2023
Q1 | $208K | Buy |
+3,350
| New | +$208K | 0.21% | 106 |
|