Chesapeake 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 | $3.88M | Sell |
14,070
-1,215
| -8% | -$335K | 1.29% | 23 |
|
|
2025
Q1 | $2.56M | Sell |
15,285
-862
| -5% | -$144K | 0.91% | 34 |
|
|
2024
Q4 | $3.74M | Sell |
16,147
-1,249
| -7% | -$290K | 1.28% | 23 |
|
|
2024
Q3 | $3M | Sell |
17,396
-354
| -2% | -$61.1K | 1.02% | 30 |
|
|
2024
Q2 | $2.85M | Sell |
17,750
-1,520
| -8% | -$244K | 1.03% | 27 |
|
|
2024
Q1 | $2.55M | Sell |
19,270
-1,370
| -7% | -$182K | 0.93% | 34 |
|
|
2023
Q4 | $2.3M | Hold |
20,640
| – | – | 0.89% | 38 |
|
|
2023
Q3 | $1.71M | Buy |
20,640
+250
| +1% | +$20.8K | 0.72% | 48 |
|
|
2023
Q2 | $1.77M | Buy |
20,390
+900
| +5% | +$78.1K | 0.7% | 46 |
|
|
2023
Q1 | $1.25M | Buy |
19,490
+1,030
| +6% | +$66.1K | 0.52% | 58 |
|
|
2022
Q4 | $1.03M | Buy |
18,460
+3,010
| +19% | +$168K | 0.45% | 68 |
|
|
2022
Q3 | $686K | Buy |
+15,450
| New | +$686K | 0.31% | 80 |
|
|
2018
Q2 | – | Sell |
-8,890
| Closed | -$209K | – | 183 |
|
|
2018
Q1 | $209K | Buy |
+8,890
| New | +$209K | 0.1% | 174 |
|