Blue Bell Private 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 | $194K | Buy |
705
+90
| +15% | +$24.8K | 0.03% | 238 |
|
|
2025
Q1 | $103K | Buy |
615
+99
| +19% | +$16.6K | 0.02% | 290 |
|
|
2024
Q4 | $120K | Sell |
516
-884
| -63% | -$205K | 0.02% | 258 |
|
|
2024
Q3 | $242K | Buy |
1,400
+230
| +20% | +$39.7K | 0.05% | 194 |
|
|
2024
Q2 | $188K | Buy |
1,170
+100
| +9% | +$16.1K | 0.04% | 198 |
|
|
2024
Q1 | $142K | Sell |
1,070
-100
| -9% | -$13.3K | 0.03% | 220 |
|
|
2023
Q4 | $131K | Buy |
1,170
+150
| +15% | +$16.7K | 0.03% | 207 |
|
|
2023
Q3 | $84.7K | Buy |
1,020
+270
| +36% | +$22.4K | 0.02% | 214 |
|
|
2023
Q2 | $65.1K | Buy |
750
+170
| +29% | +$14.7K | 0.02% | 235 |
|
|
2023
Q1 | $37.2K | Hold |
580
| – | – | 0.01% | 254 |
|
|
2022
Q4 | $32.4K | Sell |
580
-50
| -8% | -$2.8K | 0.01% | 256 |
|
|
2022
Q3 | $28K | Buy |
630
+50
| +9% | +$2.22K | 0.01% | 260 |
|
|
2022
Q2 | $28K | Buy |
580
+40
| +7% | +$1.93K | 0.01% | 266 |
|
|
2022
Q1 | $34K | Buy |
540
+170
| +46% | +$10.7K | 0.01% | 255 |
|
|
2021
Q4 | $25K | Buy |
+370
| New | +$25K | 0.01% | 270 |
|