Crestmont 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 | $632K | Buy |
2,292
+39
| +2% | +$10.8K | 0.23% | 36 |
|
|
2025
Q1 | $377K | Buy |
2,253
+31
| +1% | +$5.19K | 0.16% | 46 |
|
|
2024
Q4 | $515K | Sell |
2,222
-417
| -16% | -$96.7K | 0.23% | 33 |
|
|
2024
Q3 | $455K | Buy |
2,639
+29
| +1% | +$5K | 0.2% | 36 |
|
|
2024
Q2 | $419K | Buy |
2,610
+890
| +52% | +$143K | 0.2% | 36 |
|
|
2024
Q1 | $228K | Buy |
+1,720
| New | +$228K | 0.11% | 56 |
|