Delos Wealth Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.93K | Buy |
+7
| New | +$1.93K | ﹤0.01% | 226 |
|
|
2025
Q1 | – | Sell |
-60
| Closed | -$14K | – | 64 |
|
|
2024
Q4 | $14K | Hold |
60
| – | – | 0.01% | 107 |
|
|
2024
Q3 | $10.4K | Sell |
60
-140
| -70% | -$24.2K | 0.01% | 107 |
|
|
2024
Q2 | $32.1K | Buy |
200
+50
| +33% | +$8.03K | 0.03% | 87 |
|
|
2024
Q1 | $19.9K | Buy |
+150
| New | +$19.9K | 0.02% | 90 |
|
|
2023
Q4 | – | Sell |
-550
| Closed | -$50.8K | – | 345 |
|
|
2023
Q3 | $50.8K | Hold |
550
| – | – | 0.06% | 66 |
|
|
2023
Q2 | $47.7K | Hold |
550
| – | – | 0.06% | 69 |
|
|
2023
Q1 | $35.3K | Hold |
550
| – | – | 0.04% | 69 |
|
|
2022
Q4 | $30.8K | Hold |
550
| – | – | 0.05% | 77 |
|
|
2022
Q3 | $24K | Hold |
550
| – | – | 0.03% | 80 |
|
|
2022
Q2 | $27K | Hold |
550
| – | – | 0.03% | 76 |
|
|
2022
Q1 | $35K | Sell |
550
-300
| -35% | -$19.1K | 0.03% | 82 |
|
|
2021
Q4 | $57K | Buy |
+850
| New | +$57K | 0.05% | 71 |
|