Centric 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 | $1.86M | Sell |
6,099
-120
| -2% | -$36.6K | 0.44% | 70 |
|
|
2025
Q1 | $1.04M | Buy |
6,219
+200
| +3% | +$33.5K | 0.27% | 84 |
|
|
2024
Q4 | $1.4M | Hold |
6,019
| – | – | 0.38% | 77 |
|
|
2024
Q3 | $1.08M | Sell |
6,019
-54,171
| -90% | -$9.73M | 0.29% | 81 |
|
|
2024
Q2 | $913K | Buy |
60,190
+54,200
| +905% | +$822K | 0.26% | 74 |
|
|
2024
Q1 | $779K | Buy |
5,990
+200
| +3% | +$26K | 0.25% | 78 |
|
|
2023
Q4 | $720K | Buy |
5,790
+90
| +2% | +$11.2K | 0.24% | 80 |
|
|
2023
Q3 | $474K | Hold |
5,700
| – | – | 0.2% | 74 |
|
|
2023
Q2 | $500K | Sell |
5,700
-190
| -3% | -$16.7K | 0.2% | 70 |
|
|
2023
Q1 | $378K | Buy |
5,890
+10
| +0.2% | +$642 | 0.16% | 76 |
|
|
2022
Q4 | $329K | Buy |
5,880
+20
| +0.3% | +$1.12K | 0.17% | 76 |
|
|
2022
Q3 | $260K | Sell |
5,860
-10
| -0.2% | -$444 | 0.1% | 103 |
|
|
2022
Q2 | $285K | Sell |
5,870
-170
| -3% | -$8.25K | 0.1% | 109 |
|
|
2022
Q1 | $380K | Buy |
6,040
+220
| +4% | +$13.8K | 0.12% | 110 |
|
|
2021
Q4 | $387K | Buy |
5,820
+90
| +2% | +$5.99K | 0.13% | 108 |
|
|
2021
Q3 | $278K | Hold |
5,730
| – | – | 0.1% | 124 |
|
|
2021
Q2 | $273K | Sell |
5,730
-230
| -4% | -$11K | 0.09% | 124 |
|
|
2021
Q1 | $276K | Hold |
5,960
| – | – | 0.08% | 175 |
|
|
2020
Q4 | $261K | Buy |
+5,960
| New | +$261K | 0.08% | 168 |
|