Concentrum 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 | $1.43M | Buy |
5,186
+163
| +3% | +$44.9K | 0.45% | 29 |
|
|
2025
Q1 | $841K | Buy |
5,023
+1,560
| +45% | +$261K | 0.31% | 36 |
|
|
2024
Q4 | $803K | Buy |
3,463
+408
| +13% | +$94.6K | 0.28% | 39 |
|
|
2024
Q3 | $527K | Buy |
3,055
+645
| +27% | +$111K | 0.21% | 46 |
|
|
2024
Q2 | $387K | Buy |
2,410
+720
| +43% | +$116K | 0.16% | 49 |
|
|
2024
Q1 | $224K | Buy |
+1,690
| New | +$224K | 0.1% | 62 |
|