Executive 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
Q4 | $4.33M | Buy |
18,687
+1,319
| +8% | +$306K | 0.34% | 80 |
|
|
2024
Q3 | $3M | Buy |
17,368
+13,018
| +299% | +$2.25M | 0.24% | 91 |
|
|
2024
Q2 | $698K | Sell |
4,350
-130
| -3% | -$20.9K | 0.13% | 66 |
|
|
2024
Q1 | $605K | Buy |
4,480
+610
| +16% | +$82.4K | 0.05% | 139 |
|
|
2023
Q4 | $433K | Buy |
3,870
+750
| +24% | +$83.8K | 0.04% | 150 |
|
|
2023
Q3 | $259K | Sell |
3,120
-100
| -3% | -$8.32K | 0.03% | 172 |
|
|
2023
Q2 | $280K | Buy |
+3,220
| New | +$280K | 0.03% | 163 |
|
|
2022
Q1 | – | Sell |
-3,070
| Closed | -$204K | – | 191 |
|
|
2021
Q4 | $204K | Buy |
+3,070
| New | +$204K | 0.02% | 191 |
|
|
2021
Q3 | – | Sell |
-4,490
| Closed | -$214K | – | 186 |
|
|
2021
Q2 | $214K | Buy |
4,490
+20
| +0.4% | +$953 | 0.02% | 182 |
|
|
2021
Q1 | $207K | Buy |
+4,470
| New | +$207K | 0.02% | 183 |
|
|
2019
Q3 | – | Sell |
-460
| Closed | -$13K | – | 177 |
|
|
2019
Q2 | $13K | Hold |
460
| – | – | ﹤0.01% | 551 |
|
|
2019
Q1 | $14K | Sell |
460
-220
| -32% | -$6.7K | ﹤0.01% | 481 |
|
|
2018
Q4 | $17K | Buy |
+680
| New | +$17K | ﹤0.01% | 449 |
|