Evermay Wealth Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.23M | Sell |
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|
2025
Q1 | $1.37M | Sell |
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|
2024
Q4 | $1.96M | Sell |
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|
2024
Q3 | $1.51M | Buy |
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|
2024
Q2 | $1.38M | Sell |
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|
2024
Q1 | $1.24M | Sell |
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|
2023
Q4 | $1.14M | Sell |
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|
2023
Q3 | $888K | Sell |
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|
2023
Q2 | $1.13M | Sell |
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|
2023
Q1 | $878K | Buy |
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|
2022
Q4 | $745K | Sell |
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|
2022
Q3 | $689K | Buy |
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|
2022
Q2 | $712K | Buy |
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|
2022
Q1 | $916K | Buy |
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|
2021
Q4 | $846K | Buy |
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|
2021
Q3 | $568K | Buy |
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|
2021
Q2 | $552K | Buy |
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|
2021
Q1 | $523K | Sell |
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|
2020
Q4 | $499K | Sell |
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|
2020
Q3 | $423K | Buy |
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|
2020
Q2 | $356K | Sell |
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|
2020
Q1 | $291K | Buy |
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|
2019
Q4 | $207K | Buy |
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