Gen-Wealth Partners’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $81.9K | Sell |
297
-43
| -13% | -$11.9K | 0.03% | 299 |
|
2025
Q1 | $56.9K | Sell |
340
-21
| -6% | -$3.52K | 0.02% | 327 |
|
2024
Q4 | $83.7K | Sell |
361
-2,398
| -87% | -$556K | 0.04% | 305 |
|
2024
Q3 | $487K | Buy |
2,759
+309
| +13% | +$54.6K | 0.21% | 137 |
|
2024
Q2 | $393K | Buy |
2,450
+570
| +30% | +$91.5K | 0.19% | 136 |
|
2024
Q1 | $249K | Buy |
+1,880
| New | +$249K | 0.12% | 180 |
|