Defined Wealth Management’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3.97M Buy
2025
Q2
$3.27M Buy
2025
Q1
$1.97M Sell
2024
Q4
$2.95M Buy
2024
Q3
$2.18M Buy
2024
Q2
$2.01M Buy
2024
Q1
$1.64M Sell
2023
Q4
$1.41M Sell
2023
Q3
$1.05M Buy
2023
Q2
$1.09M Buy
2023
Q1
$807K Hold
2022
Q4
$703K Hold
2022
Q3
$559K Hold
2022
Q2
$611K Hold
2022
Q1
$792K Hold
2021
Q4
$837K Hold
2021
Q3
$610K Hold
2021
Q2
$600K Hold
2021
Q1
$583K Hold
2020
Q4
$551K Buy