Circle 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 | $4.34M | Sell |
15,729
-50
| -0.3% | -$13.8K | 0.09% | 49 |
|
|
2025
Q1 | $2.64M | Sell |
15,779
-3,631
| -19% | -$608K | 0.06% | 61 |
|
|
2024
Q4 | $4.5M | Buy |
19,410
+4,587
| +31% | +$1.06M | 0.1% | 47 |
|
|
2024
Q3 | $2.56M | Buy |
14,823
+3,363
| +29% | +$580K | 0.06% | 63 |
|
|
2024
Q2 | $1.84M | Buy |
11,460
+6,000
| +110% | +$963K | 0.04% | 67 |
|
|
2024
Q1 | $724K | Sell |
5,460
-130
| -2% | -$17.2K | 0.02% | 123 |
|
|
2023
Q4 | $624K | Sell |
5,590
-1,560
| -22% | -$174K | 0.02% | 124 |
|
|
2023
Q3 | $594K | Buy |
7,150
+3,350
| +88% | +$278K | 0.01% | 122 |
|
|
2023
Q2 | $330K | Buy |
3,800
+10
| +0.3% | +$867 | 0.04% | 130 |
|
|
2023
Q1 | $243K | Buy |
3,790
+10
| +0.3% | +$642 | 0.04% | 148 |
|
|
2022
Q4 | $211K | Buy |
+3,780
| New | +$211K | 0.03% | 154 |
|
|
2022
Q2 | – | Sell |
-3,910
| Closed | -$246K | – | 166 |
|
|
2022
Q1 | $246K | Buy |
3,910
+110
| +3% | +$6.92K | 0.03% | 170 |
|
|
2021
Q4 | $253K | Buy |
+3,800
| New | +$253K | 0.03% | 178 |
|
|
2018
Q2 | – | Sell |
-8,780
| Closed | -$207K | – | 101 |
|
|
2018
Q1 | $207K | Buy |
8,780
+800
| +10% | +$18.9K | 0.07% | 92 |
|
|
2017
Q4 | $205K | Buy |
+7,980
| New | +$205K | 0.08% | 92 |
|