Evolution Wealth Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $426K | Sell |
1,545
-85
| -5% | -$23.4K | 0.06% | 109 |
|
|
2025
Q1 | $273K | Sell |
1,630
-2,820
| -63% | -$472K | 0.05% | 122 |
|
|
2024
Q4 | $1.03M | Buy |
4,450
+827
| +23% | +$192K | 0.17% | 62 |
|
|
2024
Q3 | $625K | Buy |
3,623
+2,083
| +135% | +$359K | 0.11% | 76 |
|
|
2024
Q2 | $246K | Sell |
1,540
-20
| -1% | -$3.2K | 0.05% | 118 |
|
|
2024
Q1 | $207K | Buy |
+1,560
| New | +$207K | 0.04% | 124 |
|
|
2021
Q4 | – | Sell |
-1,920
| Closed | -$93K | – | 182 |
|
|
2021
Q3 | $93K | Sell |
1,920
-70
| -4% | -$3.39K | 0.02% | 154 |
|
|
2021
Q2 | $95K | Sell |
1,990
-830
| -29% | -$39.6K | 0.02% | 163 |
|
|
2021
Q1 | $131K | Buy |
2,820
+130
| +5% | +$6.04K | 0.03% | 136 |
|
|
2020
Q4 | $118K | Hold |
2,690
| – | – | 0.03% | 130 |
|
|
2020
Q3 | $98K | Buy |
2,690
+2,130
| +380% | +$77.6K | 0.03% | 143 |
|
|
2020
Q2 | $18K | Buy |
560
+430
| +331% | +$13.8K | 0.01% | 213 |
|
|
2020
Q1 | $3K | Sell |
130
-4,210
| -97% | -$97.2K | ﹤0.01% | 283 |
|
|
2019
Q4 | $137K | Buy |
4,340
+3,650
| +529% | +$115K | 0.03% | 91 |
|
|
2019
Q3 | $19K | Sell |
690
-6,860
| -91% | -$189K | 0.01% | 97 |
|
|
2019
Q2 | $219K | Buy |
+7,550
| New | +$219K | 0.09% | 40 |
|