Evergreen Wealth Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-31,620
| Closed | -$5.08M | – | 54 |
|
|
2024
Q2 | $5.08M | Hold |
31,620
| – | – | 3.36% | 9 |
|
|
2024
Q1 | $4.19M | Hold |
31,620
| – | – | 2.84% | 11 |
|
|
2023
Q4 | $3.53M | Buy |
31,620
+630
| +2% | +$70.3K | 2.6% | 13 |
|
|
2023
Q3 | $2.57M | Buy |
30,990
+470
| +2% | +$39K | 2.03% | 17 |
|
|
2023
Q2 | $2.65M | Sell |
30,520
-9,230
| -23% | -$801K | 2.07% | 17 |
|
|
2023
Q1 | $2.55M | Buy |
39,750
+570
| +1% | +$36.6K | 2.26% | 16 |
|
|
2022
Q4 | $2.19M | Buy |
+39,180
| New | +$2.19M | 2.02% | 17 |
|