Eads & Heald Wealth Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.92M | Sell |
10,605
-907
| -8% | -$250K | 1.44% | 14 |
|
|
2025
Q1 | $1.93M | Sell |
11,512
-532
| -4% | -$89.1K | 0.98% | 41 |
|
|
2024
Q4 | $2.79M | Sell |
12,044
-548
| -4% | -$127K | 1.37% | 15 |
|
|
2024
Q3 | $2.17M | Sell |
12,592
-1,368
| -10% | -$236K | 1.03% | 40 |
|
|
2024
Q2 | $2.24M | Buy |
13,960
+350
| +3% | +$56.2K | 1.08% | 32 |
|
|
2024
Q1 | $1.8M | Buy |
13,610
+390
| +3% | +$51.7K | 0.84% | 53 |
|
|
2023
Q4 | $1.48M | Buy |
13,220
+700
| +6% | +$78.2K | 0.71% | 72 |
|
|
2023
Q3 | $1.04M | Buy |
12,520
+2,320
| +23% | +$193K | 0.55% | 82 |
|
|
2023
Q2 | $885K | Buy |
+10,200
| New | +$885K | 0.44% | 90 |
|