Cherrydale 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 | $1.03M | Sell |
3,754
-100
| -3% | -$27.6K | 0.36% | 29 |
|
|
2025
Q1 | $645K | Sell |
3,854
-310
| -7% | -$51.9K | 0.26% | 34 |
|
|
2024
Q4 | $965K | Buy |
4,164
+564
| +16% | +$131K | 0.37% | 26 |
|
|
2024
Q3 | $621K | Buy |
3,600
+60
| +2% | +$10.3K | 0.25% | 33 |
|
|
2024
Q2 | $568K | Buy |
3,540
+360
| +11% | +$57.7K | 0.25% | 32 |
|
|
2024
Q1 | $421K | Buy |
3,180
+640
| +25% | +$84.7K | 0.2% | 35 |
|
|
2023
Q4 | $283K | Buy |
2,540
+60
| +2% | +$6.69K | 0.15% | 40 |
|
|
2023
Q3 | $206K | Buy |
2,480
+10
| +0.4% | +$829 | 0.12% | 44 |
|
|
2023
Q2 | $214K | Buy |
+2,470
| New | +$214K | 0.15% | 38 |
|