Evolution Wealth Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $505K | Sell |
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|
2025
Q2 | $426K | Sell |
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|
2025
Q1 | $273K | Sell |
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|
2024
Q4 | $1.03M | Buy |
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|
2024
Q3 | $625K | Buy |
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|
2024
Q2 | $246K | Sell |
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|
2024
Q1 | $207K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $93K | Sell |
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|
2021
Q2 | $95K | Sell |
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|
2021
Q1 | $131K | Buy |
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|
2020
Q4 | $118K | Hold |
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|
2020
Q3 | $98K | Buy |
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|
2020
Q2 | $18K | Buy |
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|
2020
Q1 | $3K | Sell |
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|
2019
Q4 | $137K | Buy |
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|
2019
Q3 | $19K | Sell |
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|
2019
Q2 | $219K | Buy |
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