GeoWealth 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 | $5.24M | Sell |
19,017
-328
| -2% | -$90.4K | 0.2% | 61 |
|
|
2025
Q1 | $3.24M | Sell |
19,345
-6,980
| -27% | -$1.17M | 0.13% | 99 |
|
|
2024
Q4 | $6.1M | Sell |
26,325
-3,574
| -12% | -$829K | 0.2% | 82 |
|
|
2024
Q3 | $5.16M | Sell |
29,899
-1,651
| -5% | -$285K | 0.18% | 101 |
|
|
2024
Q2 | $5.07M | Buy |
31,550
+4,120
| +15% | +$661K | 0.22% | 69 |
|
|
2024
Q1 | $3.64M | Buy |
27,430
+3,790
| +16% | +$502K | 0.14% | 120 |
|
|
2023
Q4 | $2.64M | Buy |
23,640
+21,980
| +1,324% | +$2.45M | 0.22% | 96 |
|
|
2023
Q3 | $137K | Sell |
1,660
-630
| -28% | -$52K | 0.02% | 315 |
|
|
2023
Q2 | $198K | Buy |
2,290
+520
| +29% | +$45K | 0.02% | 245 |
|
|
2023
Q1 | $114K | Buy |
1,770
+1,090
| +160% | +$70.2K | 0.01% | 235 |
|
|
2022
Q4 | $38K | Sell |
680
-4,600
| -87% | -$257K | ﹤0.01% | 293 |
|
|
2022
Q3 | $235K | Buy |
5,280
+310
| +6% | +$13.8K | 0.03% | 221 |
|
|
2022
Q2 | $239K | Sell |
4,970
-3,240
| -39% | -$156K | 0.03% | 227 |
|
|
2022
Q1 | $519K | Sell |
8,210
-1,370
| -14% | -$86.6K | 0.05% | 203 |
|
|
2021
Q4 | $638K | Sell |
9,580
-860
| -8% | -$57.3K | 0.05% | 181 |
|
|
2021
Q3 | $505K | Buy |
+10,440
| New | +$505K | 0.04% | 215 |
|