Elk River 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 | $29.2M | Sell |
105,898
-1,260
| -1% | -$347K | 5.02% | 5 |
|
|
2025
Q1 | $17.9M | Sell |
107,158
-5,297
| -5% | -$887K | 3.36% | 9 |
|
|
2024
Q4 | $26.1M | Sell |
112,455
-377
| -0.3% | -$87.4K | 4.72% | 6 |
|
|
2024
Q3 | $19.5M | Buy |
112,832
+1,512
| +1% | +$261K | 3.54% | 8 |
|
|
2024
Q2 | $17.9M | Buy |
111,320
+1,480
| +1% | +$238K | 3.5% | 8 |
|
|
2024
Q1 | $14.6M | Sell |
109,840
-28,230
| -20% | -$3.74M | 2.96% | 10 |
|
|
2023
Q4 | $15.4M | Sell |
138,070
-780
| -0.6% | -$87.1K | 2.96% | 8 |
|
|
2023
Q3 | $11.5M | Sell |
138,850
-300
| -0.2% | -$24.9K | 2.55% | 9 |
|
|
2023
Q2 | $12.1M | Sell |
139,150
-4,340
| -3% | -$376K | 2.58% | 9 |
|
|
2023
Q1 | $9.21M | Buy |
143,490
+1,800
| +1% | +$115K | 2.09% | 11 |
|
|
2022
Q4 | $7.92M | Sell |
141,690
-2,810
| -2% | -$157K | 1.92% | 14 |
|
|
2022
Q3 | $6.42M | Buy |
144,500
+6,070
| +4% | +$270K | 1.69% | 17 |
|
|
2022
Q2 | $6.73M | Buy |
138,430
+3,880
| +3% | +$188K | 1.7% | 18 |
|
|
2022
Q1 | $8.47M | Buy |
134,550
+6,570
| +5% | +$414K | 1.85% | 16 |
|
|
2021
Q4 | $8.52M | Buy |
127,980
+1,150
| +0.9% | +$76.5K | 1.93% | 15 |
|
|
2021
Q3 | $6.15M | Buy |
126,830
+4,440
| +4% | +$215K | 1.56% | 21 |
|
|
2021
Q2 | $5.84M | Buy |
122,390
+2,180
| +2% | +$104K | 1.51% | 21 |
|
|
2021
Q1 | $5.57M | Buy |
120,210
+15,410
| +15% | +$715K | 1.59% | 21 |
|
|
2020
Q4 | $4.59M | Buy |
+104,800
| New | +$4.59M | 1.52% | 18 |
|