Crown Wealth Group’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.5M | Buy |
5,427
+701
| +15% | +$193K | 0.56% | 30 |
|
|
2025
Q1 | $791K | Buy |
4,726
+860
| +22% | +$144K | 0.41% | 39 |
|
|
2024
Q4 | $896K | Buy |
3,866
+129
| +3% | +$29.9K | 0.36% | 41 |
|
|
2024
Q3 | $645K | Sell |
3,737
-1,373
| -27% | -$237K | 0.28% | 53 |
|
|
2024
Q2 | $820K | Buy |
5,110
+1,450
| +40% | +$233K | 0.41% | 39 |
|
|
2024
Q1 | $485K | Sell |
3,660
-240
| -6% | -$31.8K | 0.25% | 47 |
|
|
2023
Q4 | $435K | Buy |
+3,900
| New | +$435K | 0.26% | 48 |
|