Evoke Wealth’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.91M | Buy |
32,309
+8,006
| +33% | +$2.21M | 0.2% | 51 |
|
|
2025
Q1 | $4.07M | Buy |
24,303
+2,222
| +10% | +$372K | 0.11% | 80 |
|
|
2024
Q4 | $5.12M | Buy |
22,081
+7,955
| +56% | +$1.84M | 0.14% | 72 |
|
|
2024
Q3 | $2.44M | Buy |
+14,126
| New | +$2.44M | 0.07% | 108 |
|
|
2024
Q2 | – | Sell |
-12,140
| Closed | -$1.61M | – | 127 |
|
|
2024
Q1 | $1.61M | Buy |
+12,140
| New | +$1.61M | 0.05% | 132 |
|
|
2023
Q4 | – | Sell |
-11,370
| Closed | -$944K | – | 113 |
|
|
2023
Q3 | $944K | Buy |
11,370
+1,400
| +14% | +$116K | 0.03% | 181 |
|
|
2023
Q2 | $865K | Buy |
9,970
+2,770
| +38% | +$240K | 0.03% | 173 |
|
|
2023
Q1 | $462K | Buy |
7,200
+890
| +14% | +$57.1K | 0.02% | 221 |
|
|
2022
Q4 | $353K | Buy |
6,310
+1,590
| +34% | +$89K | 0.01% | 258 |
|
|
2022
Q3 | $209K | Sell |
4,720
-70
| -1% | -$3.1K | 0.01% | 315 |
|
|
2022
Q2 | $232K | Sell |
4,790
-300
| -6% | -$14.5K | 0.01% | 294 |
|
|
2022
Q1 | $320K | Sell |
5,090
-290
| -5% | -$18.2K | 0.01% | 280 |
|
|
2021
Q4 | $358K | Buy |
5,380
+490
| +10% | +$32.6K | 0.01% | 278 |
|
|
2021
Q3 | $237K | Buy |
4,890
+320
| +7% | +$15.5K | 0.01% | 317 |
|
|
2021
Q2 | $218K | Buy |
4,570
+350
| +8% | +$16.7K | 0.01% | 337 |
|
|
2021
Q1 | $196K | Buy |
4,220
+2,130
| +102% | +$98.9K | 0.01% | 306 |
|
|
2020
Q4 | $92K | Sell |
2,090
-970
| -32% | -$42.7K | 0.01% | 308 |
|
|
2020
Q3 | $112K | Buy |
3,060
+90
| +3% | +$3.29K | 0.01% | 270 |
|
|
2020
Q2 | $94K | Buy |
2,970
+890
| +43% | +$28.2K | 0.01% | 278 |
|
|
2020
Q1 | $49.2K | Sell |
2,080
-8,440
| -80% | -$200K | 0.01% | 345 |
|
|
2019
Q4 | $333K | Buy |
10,520
+960
| +10% | +$30.4K | 0.04% | 163 |
|
|
2019
Q3 | $267K | Buy |
+9,560
| New | +$267K | 0.03% | 220 |
|