Hemington 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 | $1.06M | Buy |
3,847
+105
| +3% | +$28.9K | 0.15% | 48 |
|
|
2025
Q1 | $626K | Buy |
3,742
+167
| +5% | +$27.9K | 0.1% | 65 |
|
|
2024
Q4 | $828K | Buy |
3,575
+381
| +12% | +$88.2K | 0.21% | 54 |
|
|
2024
Q3 | $542K | Buy |
3,194
+424
| +15% | +$72K | 0.15% | 66 |
|
|
2024
Q2 | $444K | Buy |
2,770
+160
| +6% | +$25.6K | 0.15% | 76 |
|
|
2024
Q1 | $346K | Sell |
2,610
-220
| -8% | -$29.2K | 0.13% | 88 |
|
|
2023
Q4 | $316K | Sell |
2,830
-40
| -1% | -$4.47K | 0.12% | 85 |
|
|
2023
Q3 | $238K | Sell |
2,870
-590
| -17% | -$48.9K | 0.11% | 82 |
|
|
2023
Q2 | $300K | Sell |
3,460
-250
| -7% | -$21.7K | 0.12% | 80 |
|
|
2023
Q1 | $238K | Buy |
3,710
+10
| +0.3% | +$642 | 0.1% | 91 |
|
|
2022
Q4 | $206K | Buy |
+3,700
| New | +$206K | 0.09% | 96 |
|
|
2022
Q2 | – | Sell |
-3,600
| Closed | -$227K | – | 104 |
|
|
2022
Q1 | $227K | Buy |
+3,600
| New | +$227K | 0.08% | 101 |
|