HHM Wealth Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $586K | Sell |
2,125
-135
| -6% | -$37.2K | 0.07% | 102 |
|
|
2025
Q1 | $378K | Buy |
2,260
+570
| +34% | +$95.4K | 0.05% | 126 |
|
|
2024
Q4 | $392K | Buy |
1,690
+760
| +82% | +$176K | 0.05% | 125 |
|
|
2024
Q3 | $160K | Buy |
930
+330
| +55% | +$56.9K | 0.02% | 202 |
|
|
2024
Q2 | $96.3K | Sell |
600
-140
| -19% | -$22.5K | 0.01% | 252 |
|
|
2024
Q1 | $98.1K | Buy |
740
+420
| +131% | +$55.7K | 0.02% | 208 |
|
|
2023
Q4 | $35.7K | Hold |
320
| – | – | 0.01% | 332 |
|
|
2023
Q3 | $26.6K | Hold |
320
| – | – | 0.01% | 359 |
|
|
2023
Q2 | $27.8K | Sell |
320
-90
| -22% | -$7.81K | 0.01% | 374 |
|
|
2023
Q1 | $26.3K | Sell |
410
-90
| -18% | -$5.77K | 0.01% | 376 |
|
|
2022
Q4 | $28K | Buy |
500
+10
| +2% | +$559 | 0.01% | 319 |
|
|
2022
Q3 | $22K | Sell |
490
-500
| -51% | -$22.4K | 0.01% | 338 |
|
|
2022
Q2 | $48K | Buy |
990
+340
| +52% | +$16.5K | 0.01% | 281 |
|
|
2022
Q1 | $41K | Hold |
650
| – | – | 0.01% | 336 |
|
|
2021
Q4 | $43K | Hold |
650
| – | – | 0.01% | 324 |
|
|
2021
Q3 | $32K | Hold |
650
| – | – | 0.01% | 352 |
|
|
2021
Q2 | $31K | Sell |
650
-10
| -2% | -$477 | 0.01% | 348 |
|
|
2021
Q1 | $31K | Hold |
660
| – | – | 0.01% | 334 |
|
|
2020
Q4 | $29K | Sell |
660
-1,730
| -72% | -$76K | 0.01% | 318 |
|
|
2020
Q3 | $87K | Hold |
2,390
| – | – | 0.03% | 168 |
|
|
2020
Q2 | $75K | Buy |
2,390
+1,160
| +94% | +$36.4K | 0.03% | 183 |
|
|
2020
Q1 | $29K | Buy |
+1,230
| New | +$29K | 0.01% | 264 |
|