HB 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 | $58.7M | Buy |
212,926
+17,924
| +9% | +$4.94M | 0.47% | 32 |
|
|
2025
Q1 | $32.6M | Buy |
195,002
+53,767
| +38% | +$9M | 0.27% | 51 |
|
|
2024
Q4 | $32.8M | Buy |
141,235
+17,903
| +15% | +$4.15M | 0.33% | 35 |
|
|
2024
Q3 | $21.3M | Buy |
123,332
+23,992
| +24% | +$4.14M | 0.23% | 48 |
|
|
2024
Q2 | $15.9M | Buy |
99,340
+22,150
| +29% | +$3.56M | 0.19% | 59 |
|
|
2024
Q1 | $10.2M | Buy |
77,190
+6,950
| +10% | +$921K | 0.13% | 82 |
|
|
2023
Q4 | $7.84M | Buy |
70,240
+5,340
| +8% | +$596K | 0.11% | 95 |
|
|
2023
Q3 | $5.39M | Buy |
64,900
+13,230
| +26% | +$1.1M | 0.09% | 118 |
|
|
2023
Q2 | $4.48M | Buy |
51,670
+4,720
| +10% | +$409K | 0.07% | 134 |
|
|
2023
Q1 | $3.01M | Buy |
46,950
+3,420
| +8% | +$219K | 0.05% | 159 |
|
|
2022
Q4 | $2.43M | Buy |
43,530
+12,010
| +38% | +$671K | 0.04% | 179 |
|
|
2022
Q3 | $1.4M | Buy |
31,520
+2,050
| +7% | +$91K | 0.03% | 216 |
|
|
2022
Q2 | $1.43M | Buy |
29,470
+5,480
| +23% | +$266K | 0.03% | 209 |
|
|
2022
Q1 | $1.51M | Buy |
23,990
+3,160
| +15% | +$199K | 0.03% | 218 |
|
|
2021
Q4 | $1.39M | Buy |
+20,830
| New | +$1.39M | 0.03% | 198 |
|