Cherry Tree 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 | $24.5K | Sell |
89
-131
| -60% | -$36.1K | 0.01% | 316 |
|
|
2025
Q1 | $36.8K | Buy |
220
+74
| +51% | +$12.4K | 0.01% | 278 |
|
|
2024
Q4 | $33.8K | Buy |
146
+11
| +8% | +$2.55K | 0.01% | 280 |
|
|
2024
Q3 | $23.3K | Sell |
135
-5
| -4% | -$863 | 0.01% | 321 |
|
|
2024
Q2 | $21.7K | Buy |
140
+90
| +180% | +$13.9K | 0.01% | 319 |
|
|
2024
Q1 | $5.97K | Hold |
50
| – | – | ﹤0.01% | 424 |
|
|
2023
Q4 | $5.02K | Hold |
50
| – | – | ﹤0.01% | 430 |
|
|
2023
Q3 | $3.74K | Hold |
50
| – | – | ﹤0.01% | 438 |
|
|
2023
Q2 | $3.9K | Buy |
+50
| New | +$3.9K | ﹤0.01% | 433 |
|