Bordeaux Wealth Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Buy |
4,982
+423
| +9% | +$117K | 0.18% | 52 |
|
|
2025
Q1 | $763K | Sell |
4,559
-365
| -7% | -$61.1K | 0.14% | 70 |
|
|
2024
Q4 | $1.14M | Buy |
4,924
+647
| +15% | +$150K | 0.18% | 53 |
|
|
2024
Q3 | $738K | Buy |
4,277
+1,707
| +66% | +$294K | 0.13% | 72 |
|
|
2024
Q2 | $413K | Buy |
2,570
+260
| +11% | +$41.7K | 0.08% | 92 |
|
|
2024
Q1 | $306K | Buy |
2,310
+240
| +12% | +$31.8K | 0.1% | 83 |
|
|
2023
Q4 | $231K | Buy |
+2,070
| New | +$231K | 0.08% | 98 |
|
|
2023
Q3 | – | Sell |
-2,520
| Closed | -$219K | – | 94 |
|
|
2023
Q2 | $219K | Buy |
+2,520
| New | +$219K | 0.09% | 96 |
|