Carolinas Wealth Consulting’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-12,754
| Closed | -$2.14M | – | 72 |
|
|
2025
Q1 | $2.14M | Buy |
12,754
+45
| +0.4% | +$7.53K | 0.46% | 37 |
|
|
2024
Q4 | $2.95M | Sell |
12,709
-635
| -5% | -$147K | 0.58% | 33 |
|
|
2024
Q3 | $2.3M | Sell |
13,344
-86
| -0.6% | -$14.8K | 0.42% | 39 |
|
|
2024
Q2 | $2.16M | Sell |
13,430
-440
| -3% | -$70.6K | 0.42% | 39 |
|
|
2024
Q1 | $1.85M | Sell |
13,870
-300
| -2% | -$39.9K | 0.36% | 42 |
|
|
2023
Q4 | $1.58M | Buy |
14,170
+190
| +1% | +$21.2K | 0.34% | 47 |
|
|
2023
Q3 | $1.18M | Sell |
13,980
-1,070
| -7% | -$90K | 0.29% | 49 |
|
|
2023
Q2 | $1.31M | Sell |
15,050
-480
| -3% | -$41.6K | 0.26% | 59 |
|
|
2023
Q1 | $996K | Buy |
15,530
+1,260
| +9% | +$80.8K | 0.21% | 67 |
|
|
2022
Q4 | $798K | Buy |
14,270
+240
| +2% | +$13.4K | 0.18% | 71 |
|
|
2022
Q3 | $623K | Sell |
14,030
-720
| -5% | -$32K | 0.16% | 71 |
|
|
2022
Q2 | $717K | Sell |
14,750
-290
| -2% | -$14.1K | 0.18% | 67 |
|
|
2022
Q1 | $947K | Buy |
15,040
+460
| +3% | +$29K | 0.21% | 59 |
|
|
2021
Q4 | $970K | Buy |
14,580
+670
| +5% | +$44.6K | 0.21% | 55 |
|
|
2021
Q3 | $674K | Sell |
13,910
-720
| -5% | -$34.9K | 0.16% | 68 |
|
|
2021
Q2 | $697K | Sell |
14,630
-1,240
| -8% | -$59.1K | 0.15% | 69 |
|
|
2021
Q1 | $736K | Buy |
15,870
+320
| +2% | +$14.8K | 0.18% | 63 |
|
|
2020
Q4 | $681K | Buy |
15,550
+12,600
| +427% | +$552K | 0.18% | 66 |
|
|
2020
Q3 | $107K | Buy |
2,950
+1,110
| +60% | +$40.3K | 0.04% | 192 |
|
|
2020
Q2 | $58K | Buy |
+1,840
| New | +$58K | 0.02% | 187 |
|