Bogart Wealth LLC’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.2M | Sell |
37,076
-39,490
| -52% | -$10.9M | 0.44% | 54 |
|
|
2025
Q1 | $12.8M | Buy |
76,566
+32,986
| +76% | +$5.52M | 0.6% | 31 |
|
|
2024
Q4 | $10.1M | Sell |
43,580
-48,142
| -52% | -$11.2M | 0.48% | 45 |
|
|
2024
Q3 | $15.8M | Buy |
91,722
+18,242
| +25% | +$3.15M | 0.75% | 23 |
|
|
2024
Q2 | $11.8M | Buy |
73,480
+17,750
| +32% | +$2.85M | 0.6% | 32 |
|
|
2024
Q1 | $7.39M | Buy |
55,730
+52,750
| +1,770% | +$6.99M | 0.38% | 67 |
|
|
2023
Q4 | $333K | Buy |
2,980
+250
| +9% | +$27.9K | 0.02% | 168 |
|
|
2023
Q3 | $227K | Sell |
2,730
-30
| -1% | -$2.49K | 0.01% | 187 |
|
|
2023
Q2 | $239K | Buy |
2,760
+300
| +12% | +$26K | 0.02% | 183 |
|
|
2023
Q1 | $158K | Sell |
2,460
-300
| -11% | -$19.2K | 0.01% | 193 |
|
|
2022
Q4 | $154K | Buy |
2,760
+750
| +37% | +$41.9K | 0.01% | 196 |
|
|
2022
Q3 | $89K | Buy |
2,010
+160
| +9% | +$7.09K | 0.01% | 237 |
|
|
2022
Q2 | $90K | Buy |
1,850
+170
| +10% | +$8.27K | 0.01% | 221 |
|
|
2022
Q1 | $106K | Buy |
+1,680
| New | +$106K | 0.01% | 201 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 624 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 460 |
|
|
2019
Q3 | – | Sell |
-150
| Closed | -$4K | – | 359 |
|
|
2019
Q2 | $4K | Sell |
150
-50
| -25% | -$1.33K | ﹤0.01% | 286 |
|
|
2019
Q1 | $6K | Sell |
200
-50
| -20% | -$1.5K | ﹤0.01% | 268 |
|
|
2018
Q4 | $6K | Hold |
250
| – | – | ﹤0.01% | 265 |
|
|
2018
Q3 | $6K | Buy |
250
+200
| +400% | +$4.8K | ﹤0.01% | 253 |
|
|
2018
Q2 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 326 |
|