Delap Wealth Advisory’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,380
| Closed | -$222K | – | 69 |
|
|
2024
Q2 | $222K | Sell |
1,380
-8,960
| -87% | -$1.44M | 0.1% | 104 |
|
|
2024
Q1 | $1.37M | Buy |
+10,340
| New | +$1.37M | 0.55% | 34 |
|
|
2023
Q1 | – | Sell |
-3,970
| Closed | -$222K | – | 61 |
|
|
2022
Q4 | $222K | Buy |
+3,970
| New | +$222K | 0.23% | 60 |
|