GGM Wealth Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,952
| Closed | -$682K | – | 141 |
|
|
2024
Q3 | $682K | Sell |
3,952
-78
| -2% | -$13.5K | 0.29% | 63 |
|
|
2024
Q2 | $647K | Sell |
4,030
-260
| -6% | -$41.7K | 0.3% | 64 |
|
|
2024
Q1 | $573K | Buy |
4,290
+10
| +0.2% | +$1.34K | 0.27% | 64 |
|
|
2023
Q4 | $515K | Buy |
4,280
+50
| +1% | +$6.02K | 0.21% | 82 |
|
|
2023
Q3 | $352K | Hold |
4,230
| – | – | 0.15% | 94 |
|
|
2023
Q2 | $373K | Buy |
+4,230
| New | +$373K | 0.15% | 93 |
|
|
2023
Q1 | – | Sell |
-4,180
| Closed | -$246K | – | 65 |
|
|
2022
Q4 | $246K | Buy |
+4,180
| New | +$246K | 0.13% | 116 |
|
|
2022
Q2 | – | Sell |
-4,110
| Closed | -$245K | – | 133 |
|
|
2022
Q1 | $245K | Hold |
4,110
| – | – | 0.12% | 124 |
|
|
2021
Q4 | $255K | Hold |
4,110
| – | – | 0.2% | 83 |
|
|
2021
Q3 | $214K | Buy |
+4,110
| New | +$214K | 0.17% | 88 |
|