Catalyst Private Wealth’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Sell |
4,003
-14
| -0.3% | -$3.86K | 0.49% | 31 |
|
|
2025
Q1 | $673K | Buy |
4,017
+5
| +0.1% | +$837 | 0.33% | 39 |
|
|
2024
Q4 | $930K | Buy |
4,012
+2
| +0% | +$464 | 0.41% | 34 |
|
|
2024
Q3 | $692K | Hold |
4,010
| – | – | 0.34% | 43 |
|
|
2024
Q2 | $644K | Sell |
4,010
-390
| -9% | -$62.6K | 0.34% | 48 |
|
|
2024
Q1 | $583K | Hold |
4,400
| – | – | 0.31% | 47 |
|
|
2023
Q4 | $491K | Hold |
4,400
| – | – | 0.23% | 54 |
|
|
2023
Q3 | $365K | Sell |
4,400
-3,340
| -43% | -$277K | 0.22% | 53 |
|
|
2023
Q2 | $671K | Sell |
7,740
-480
| -6% | -$41.6K | 0.42% | 39 |
|
|
2023
Q1 | $527K | Sell |
8,220
-300
| -4% | -$19.2K | 0.36% | 49 |
|
|
2022
Q4 | $476K | Buy |
8,520
+20
| +0.2% | +$1.12K | 0.39% | 45 |
|
|
2022
Q3 | $377K | Sell |
8,500
-20
| -0.2% | -$887 | 0.28% | 52 |
|
|
2022
Q2 | $414K | Buy |
8,520
+20
| +0.2% | +$972 | 0.29% | 55 |
|
|
2022
Q1 | $535K | Hold |
8,500
| – | – | 0.27% | 53 |
|
|
2021
Q4 | $566K | Hold |
8,500
| – | – | 0.24% | 50 |
|
|
2021
Q3 | $412K | Hold |
8,500
| – | – | 0.18% | 51 |
|
|
2021
Q2 | $405K | Sell |
8,500
-1,150
| -12% | -$54.8K | 0.22% | 48 |
|
|
2021
Q1 | $447K | Hold |
9,650
| – | – | 0.31% | 40 |
|
|
2020
Q4 | $423K | Hold |
9,650
| – | – | 0.37% | 36 |
|
|
2020
Q3 | $352K | Buy |
+9,650
| New | +$352K | 0.34% | 39 |
|