Consilium Wealth Advisory’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.56M | Buy |
12,929
+497
| +4% | +$137K | 1.5% | 17 |
|
|
2025
Q1 | $2.08M | Sell |
12,432
-4,800
| -28% | -$804K | 1.04% | 25 |
|
|
2024
Q4 | $4M | Sell |
17,232
-63
| -0.4% | -$14.6K | 1.91% | 18 |
|
|
2024
Q3 | $2.98M | Buy |
17,295
+1,245
| +8% | +$215K | 1.63% | 19 |
|
|
2024
Q2 | $2.58M | Sell |
16,050
-520
| -3% | -$83.5K | 1.41% | 21 |
|
|
2024
Q1 | $2.2M | Buy |
16,570
+7,550
| +84% | +$1M | 1.24% | 21 |
|
|
2023
Q4 | $1.01M | Buy |
9,020
+4,330
| +92% | +$483K | 0.61% | 30 |
|
|
2023
Q3 | $390K | Buy |
4,690
+490
| +12% | +$40.7K | 0.27% | 59 |
|
|
2023
Q2 | $364K | Buy |
+4,200
| New | +$364K | 0.25% | 63 |
|