FMB Wealth Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $609K | Sell |
2,211
-11
| -0.5% | -$3.03K | 0.29% | 47 |
|
2025
Q1 | $372K | Sell |
2,222
-19
| -0.8% | -$3.18K | 0.21% | 50 |
|
2024
Q4 | $520K | Sell |
2,241
-26
| -1% | -$6.03K | 0.29% | 46 |
|
2024
Q3 | $391K | Buy |
2,267
+47
| +2% | +$8.11K | 0.22% | 50 |
|
2024
Q2 | $356K | Hold |
2,220
| – | – | 0.27% | 50 |
|
2024
Q1 | $294K | Hold |
2,220
| – | – | 0.23% | 53 |
|
2023
Q4 | $248K | Buy |
+2,220
| New | +$248K | 0.23% | 51 |
|