EPG 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 | $3.47M | Buy |
12,578
+107
| +0.9% | +$29.5K | 1.04% | 22 |
|
|
2025
Q1 | $2.09M | Sell |
12,471
-3,421
| -22% | -$573K | 0.58% | 38 |
|
|
2024
Q4 | $3.68M | Sell |
15,892
-585
| -4% | -$136K | 0.97% | 20 |
|
|
2024
Q3 | $2.84M | Buy |
+16,477
| New | +$2.84M | 0.72% | 26 |
|
|
2024
Q2 | – | Sell |
-19,840
| Closed | -$2.63M | – | 24 |
|
|
2024
Q1 | $2.63M | Buy |
19,840
+90
| +0.5% | +$11.9K | 0.64% | 29 |
|
|
2023
Q4 | $2.47M | Buy |
19,750
+470
| +2% | +$58.8K | 0.65% | 32 |
|
|
2023
Q3 | $1.6M | Sell |
19,280
-1,660
| -8% | -$138K | 0.48% | 48 |
|
|
2023
Q2 | $1.82M | Sell |
20,940
-3,810
| -15% | -$331K | 0.54% | 43 |
|
|
2023
Q1 | $1.59M | Buy |
24,750
+9,890
| +67% | +$635K | 0.5% | 47 |
|
|
2022
Q4 | $831K | Buy |
14,860
+450
| +3% | +$25.2K | 0.32% | 75 |
|
|
2022
Q3 | $640K | Buy |
14,410
+1,300
| +10% | +$57.7K | 0.26% | 88 |
|
|
2022
Q2 | $637K | Buy |
13,110
+880
| +7% | +$42.8K | 0.27% | 83 |
|
|
2022
Q1 | $770K | Buy |
12,230
+2,400
| +24% | +$151K | 0.27% | 76 |
|
|
2021
Q4 | $654K | Buy |
9,830
+330
| +3% | +$22K | 0.23% | 89 |
|
|
2021
Q3 | $461K | Buy |
9,500
+260
| +3% | +$12.6K | 0.18% | 113 |
|
|
2021
Q2 | $440K | Buy |
9,240
+1,720
| +23% | +$81.9K | 0.19% | 116 |
|
|
2021
Q1 | $349K | Buy |
7,520
+1,020
| +16% | +$47.3K | 0.17% | 122 |
|
|
2020
Q4 | $285K | Buy |
+6,500
| New | +$285K | 0.17% | 115 |
|
|
2020
Q2 | – | Sell |
-5,220
| Closed | -$124K | – | 183 |
|
|
2020
Q1 | $124K | Buy |
5,220
+2,230
| +75% | +$53K | 0.09% | 159 |
|
|
2019
Q4 | $95K | Buy |
+2,990
| New | +$95K | 0.07% | 158 |
|