Foguth 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 | $219K | Buy |
+795
| New | +$219K | 0.05% | 128 |
|
2025
Q1 | – | Sell |
-1,539
| Closed | -$377K | – | 151 |
|
2024
Q4 | $377K | Buy |
1,539
+44
| +3% | +$10.8K | 0.1% | 99 |
|
2024
Q3 | $270K | Sell |
1,495
-1,055
| -41% | -$191K | 0.1% | 106 |
|
2024
Q2 | $409K | Sell |
2,550
-500
| -16% | -$80.1K | 0.18% | 74 |
|
2024
Q1 | $404K | Buy |
+3,050
| New | +$404K | 0.22% | 82 |
|