Exencial 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
Q2 | $35.3M | Sell |
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|
2025
Q1 | $21.9M | Buy |
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|
2024
Q4 | $19.2M | Sell |
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|
2024
Q3 | $18.3M | Buy |
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|
2024
Q2 | $2.02M | Sell |
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|
2024
Q1 | $1.89M | Sell |
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|
2023
Q4 | $1.78M | Buy |
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|
2023
Q3 | $1.24M | Sell |
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|
2023
Q2 | $3.08M | Sell |
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|
2023
Q1 | $5.07M | Buy |
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|
2022
Q4 | $4.17M | Buy |
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|
2022
Q3 | $2.87M | Buy |
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|
2022
Q2 | $3.04M | Sell |
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|
2022
Q1 | $3.96M | Buy |
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|
2021
Q4 | $4.08M | Buy |
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|
2021
Q3 | $2.73M | Buy |
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|
2021
Q2 | $2.24M | Sell |
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|
2021
Q1 | $2.29M | Buy |
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