Cove Private Wealth’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.38M | Buy |
26,761
+3,121
| +13% | +$860K | 2.6% | 7 |
|
|
2025
Q1 | $3.96M | Buy |
23,640
+140
| +0.6% | +$23.4K | 2.08% | 9 |
|
|
2024
Q4 | $5.45M | Hold |
23,500
| – | – | 3.27% | 5 |
|
|
2024
Q3 | $4.05M | Hold |
23,500
| – | – | 3.15% | 5 |
|
|
2024
Q2 | $3.77M | Hold |
23,500
| – | – | 3.02% | 5 |
|
|
2024
Q1 | $3.11M | Hold |
23,500
| – | – | 2.66% | 6 |
|
|
2023
Q4 | $2.62M | Buy |
+23,500
| New | +$2.62M | 2.49% | 9 |
|