Golden State 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 | $4.59M | Buy |
16,669
+817
| +5% | +$225K | 0.56% | 33 |
|
|
2025
Q1 | $2.65M | Buy |
15,852
+954
| +6% | +$160K | 0.39% | 56 |
|
|
2024
Q4 | $3.45M | Buy |
+14,898
| New | +$3.45M | 0.52% | 39 |
|
|
2022
Q1 | $1.27M | Sell |
20,090
-9,190
| -31% | -$579K | 0.25% | 79 |
|
|
2021
Q4 | $1.95M | Sell |
29,280
-7,060
| -19% | -$470K | 0.34% | 53 |
|
|
2021
Q3 | $1.76M | Buy |
36,340
+550
| +2% | +$26.7K | 0.38% | 48 |
|
|
2021
Q2 | $1.71M | Buy |
35,790
+24,490
| +217% | +$1.17M | 0.38% | 55 |
|
|
2021
Q1 | $524K | Sell |
11,300
-6,980
| -38% | -$324K | 0.17% | 98 |
|
|
2020
Q4 | $800K | Buy |
18,280
+8,580
| +88% | +$375K | 0.23% | 85 |
|
|
2020
Q3 | $353K | Sell |
9,700
-10,480
| -52% | -$381K | 0.12% | 127 |
|
|
2020
Q2 | $637K | Buy |
20,180
+5,780
| +40% | +$182K | 0.2% | 87 |
|
|
2020
Q1 | $341K | Buy |
+14,400
| New | +$341K | 0.15% | 104 |
|
|
2019
Q4 | – | Sell |
-20,270
| Closed | -$560K | – | 114 |
|
|
2019
Q3 | $560K | Sell |
20,270
-6,650
| -25% | -$184K | 0.18% | 99 |
|
|
2019
Q2 | $775K | Buy |
26,920
+3,110
| +13% | +$89.5K | 0.25% | 82 |
|
|
2019
Q1 | $716K | Buy |
+23,810
| New | +$716K | 0.24% | 85 |
|