Global Wealth Management Investment Advisory’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $325K | Sell |
1,180
-80
| -6% | -$22.1K | 0.06% | 125 |
|
|
2025
Q1 | $211K | Buy |
1,260
+40
| +3% | +$6.7K | 0.04% | 135 |
|
|
2024
Q4 | $283K | Buy |
+1,220
| New | +$283K | 0.06% | 124 |
|
|
2024
Q1 | – | Sell |
-250
| Closed | -$27.9K | – | 165 |
|
|
2023
Q4 | $27.9K | Hold |
250
| – | – | 0.01% | 228 |
|
|
2023
Q3 | $20.8K | Hold |
250
| – | – | 0.01% | 243 |
|
|
2023
Q2 | $21.7K | Buy |
+250
| New | +$21.7K | 0.01% | 241 |
|
|
2022
Q3 | – | Sell |
-770
| Closed | -$37K | – | 165 |
|
|
2022
Q2 | $37K | Buy |
770
+250
| +48% | +$12K | 0.01% | 198 |
|
|
2022
Q1 | $33K | Buy |
520
+20
| +4% | +$1.27K | 0.01% | 218 |
|
|
2021
Q4 | $33K | Hold |
500
| – | – | 0.01% | 217 |
|
|
2021
Q3 | $24K | Hold |
500
| – | – | 0.01% | 247 |
|
|
2021
Q2 | $24K | Buy |
500
+200
| +67% | +$9.6K | 0.01% | 234 |
|
|
2021
Q1 | $14K | Buy |
300
+200
| +200% | +$9.33K | 0.01% | 279 |
|
|
2020
Q4 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 345 |
|
|
2020
Q3 | – | Sell |
-1,000
| Closed | -$32K | – | 454 |
|
|
2020
Q2 | $32K | Hold |
1,000
| – | – | 0.01% | 225 |
|
|
2020
Q1 | $24K | Hold |
1,000
| – | – | 0.01% | 236 |
|
|
2019
Q4 | $32K | Sell |
1,000
-100
| -9% | -$3.2K | 0.01% | 217 |
|
|
2019
Q3 | $30K | Sell |
1,100
-190
| -15% | -$5.18K | 0.01% | 213 |
|
|
2019
Q2 | $37K | Sell |
1,290
-3,150
| -71% | -$90.3K | 0.02% | 193 |
|
|
2019
Q1 | $134K | Buy |
4,440
+2,650
| +148% | +$80K | 0.07% | 136 |
|
|
2018
Q4 | $46K | Buy |
+1,790
| New | +$46K | 0.03% | 220 |
|