Castle 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 | $3.01M | Buy |
10,930
+96
| +0.9% | +$26.5K | 1.09% | 29 |
|
|
2025
Q1 | $1.81M | Buy |
10,834
+599
| +6% | +$100K | 0.71% | 38 |
|
|
2024
Q4 | $2.37M | Sell |
10,235
-268
| -3% | -$62.1K | 0.93% | 32 |
|
|
2024
Q3 | $1.81M | Buy |
10,503
+1,863
| +22% | +$321K | 0.72% | 37 |
|
|
2024
Q2 | $1.39M | Buy |
8,640
+520
| +6% | +$83.5K | 0.66% | 41 |
|
|
2024
Q1 | $1.08M | Sell |
8,120
-1,550
| -16% | -$205K | 0.56% | 46 |
|
|
2023
Q4 | $1.08M | Buy |
9,670
+420
| +5% | +$46.9K | 0.65% | 43 |
|
|
2023
Q3 | $768K | Buy |
9,250
+1,870
| +25% | +$155K | 0.55% | 47 |
|
|
2023
Q2 | $640K | Buy |
7,380
+120
| +2% | +$10.4K | 0.45% | 53 |
|
|
2023
Q1 | $466K | Buy |
+7,260
| New | +$466K | 0.36% | 63 |
|
|
2022
Q4 | – | Sell |
-370
| Closed | -$16K | – | 144 |
|
|
2022
Q3 | $16K | Buy |
370
+200
| +118% | +$8.65K | 0.01% | 356 |
|
|
2022
Q2 | $8K | Buy |
+170
| New | +$8K | ﹤0.01% | 429 |
|