GeoWealth Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $7.38M | Buy |
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|
2025
Q2 | $5.24M | Sell |
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|
2025
Q1 | $3.24M | Sell |
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|
2024
Q4 | $6.1M | Sell |
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|
2024
Q3 | $5.16M | Sell |
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|
2024
Q2 | $5.07M | Buy |
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|
2024
Q1 | $3.64M | Buy |
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|
2023
Q4 | $2.64M | Buy |
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|
2023
Q3 | $137K | Sell |
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|
2023
Q2 | $198K | Buy |
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|
2023
Q1 | $114K | Buy |
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|
2022
Q4 | $38K | Sell |
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|
2022
Q3 | $235K | Buy |
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|
2022
Q2 | $239K | Sell |
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|
2022
Q1 | $519K | Sell |
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|
2021
Q4 | $638K | Sell |
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|
2021
Q3 | $505K | Buy |
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