Glass 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 | $26.5M | Sell |
96,181
-3,301
| -3% | -$910K | 14.12% | 1 |
|
|
2025
Q1 | $16.7M | Sell |
99,482
-8,915
| -8% | -$1.49M | 9.99% | 1 |
|
|
2024
Q4 | $25.1M | Sell |
108,397
-2,083
| -2% | -$483K | 13.66% | 1 |
|
|
2024
Q3 | $19.1M | Buy |
110,480
+410
| +0.4% | +$70.7K | 10.53% | 1 |
|
|
2024
Q2 | $17.7M | Buy |
110,070
+1,570
| +1% | +$252K | 10.33% | 1 |
|
|
2024
Q1 | $14.4M | Buy |
+108,500
| New | +$14.4M | 8.77% | 1 |
|