Envestnet Portfolio Solutions’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $66.4M | Buy |
240,924
+23,382
| +11% | +$6.45M | 0.24% | 63 |
|
|
2025
Q1 | $36.4M | Sell |
217,542
-67,918
| -24% | -$11.4M | 0.14% | 87 |
|
|
2024
Q4 | $66.2M | Buy |
285,460
+12,924
| +5% | +$3M | 0.22% | 63 |
|
|
2024
Q3 | $47M | Buy |
272,536
+9,066
| +3% | +$1.56M | 0.15% | 72 |
|
|
2024
Q2 | $42.3M | Buy |
263,470
+86,520
| +49% | +$13.9M | 0.15% | 78 |
|
|
2024
Q1 | $23.5M | Buy |
176,950
+4,600
| +3% | +$610K | 0.09% | 119 |
|
|
2023
Q4 | $19.2M | Sell |
172,350
-51,880
| -23% | -$5.79M | 0.08% | 119 |
|
|
2023
Q3 | $18.6M | Buy |
+224,230
| New | +$18.6M | 0.09% | 111 |
|