Executive 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $4.33M | Buy |
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|
2024
Q3 | $3M | Buy |
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|
2024
Q2 | $698K | Sell |
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|
2024
Q1 | $605K | Buy |
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|
2023
Q4 | $433K | Buy |
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|
2023
Q3 | $259K | Sell |
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|
2023
Q2 | $280K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $204K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $214K | Buy |
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|
2021
Q1 | $207K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $13K | Hold |
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|
2019
Q1 | $14K | Sell |
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|
2018
Q4 | $17K | Buy |
|