Elevation Wealth Partners’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $302K | Hold |
1,095
| – | – | 0.12% | 96 |
|
|
2025
Q1 | $183K | Hold |
1,095
| – | – | 0.08% | 116 |
|
|
2024
Q4 | $254K | Buy |
1,095
+55
| +5% | +$12.8K | 0.11% | 96 |
|
|
2024
Q3 | $179K | Hold |
1,040
| – | – | 0.08% | 123 |
|
|
2024
Q2 | $167K | Hold |
1,040
| – | – | 0.08% | 123 |
|
|
2024
Q1 | $138K | Sell |
1,040
-240
| -19% | -$31.8K | 0.07% | 133 |
|
|
2023
Q4 | $106K | Buy |
1,280
+500
| +64% | +$41.5K | 0.06% | 146 |
|
|
2023
Q3 | $64.8K | Hold |
780
| – | – | 0.06% | 132 |
|
|
2023
Q2 | $67.7K | Hold |
780
| – | – | 0.06% | 130 |
|
|
2023
Q1 | $50K | Buy |
+780
| New | +$50K | 0.05% | 154 |
|