Core Wealth Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $579K | Buy |
2,099
+878
| +72% | +$242K | 0.17% | 42 |
|
|
2025
Q1 | $204K | Buy |
+1,221
| New | +$204K | 0.07% | 68 |
|
|
2024
Q2 | – | Sell |
-490
| Closed | -$64.9K | – | 67 |
|
|
2024
Q1 | $64.9K | Hold |
490
| – | – | 0.02% | 95 |
|
|
2023
Q4 | $54.7K | Hold |
490
| – | – | 0.02% | 94 |
|
|
2023
Q3 | $40.7K | Hold |
490
| – | – | 0.02% | 86 |
|
|
2023
Q2 | $42.5K | Hold |
490
| – | – | 0.02% | 86 |
|
|
2023
Q1 | $31.4K | Hold |
490
| – | – | 0.01% | 94 |
|
|
2022
Q4 | $27.4K | Buy |
+490
| New | +$27.4K | 0.01% | 102 |
|
|
2022
Q2 | – | Sell |
-14,850
| Closed | -$935K | – | 219 |
|
|
2022
Q1 | $935K | Buy |
+14,850
| New | +$935K | 0.52% | 24 |
|
|
2020
Q1 | – | Sell |
-80
| Closed | -$3K | – | 151 |
|
|
2019
Q4 | $3K | Buy |
+80
| New | +$3K | ﹤0.01% | 104 |
|