HighMark 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 | $86.2K | Buy |
313
+211
| +207% | +$58.1K | 0.04% | 123 |
|
|
2025
Q1 | $17K | Buy |
102
+26
| +34% | +$4.34K | 0.01% | 211 |
|
|
2024
Q4 | $17.5K | Buy |
76
+1
| +1% | +$231 | 0.01% | 213 |
|
|
2024
Q3 | $12.9K | Buy |
75
+5
| +7% | +$863 | 0.01% | 254 |
|
|
2024
Q2 | $11.2K | Buy |
70
+50
| +250% | +$8.03K | 0.01% | 259 |
|
|
2024
Q1 | $2.65K | Hold |
20
| – | – | ﹤0.01% | 443 |
|
|
2023
Q4 | $2.23K | Hold |
20
| – | – | ﹤0.01% | 462 |
|
|
2023
Q3 | $1.66K | Hold |
20
| – | – | ﹤0.01% | 474 |
|
|
2023
Q2 | $1.74K | Hold |
20
| – | – | ﹤0.01% | 473 |
|
|
2023
Q1 | $1.28K | Hold |
20
| – | – | ﹤0.01% | 527 |
|
|
2022
Q4 | $1.12K | Sell |
20
-10
| -33% | -$559 | ﹤0.01% | 465 |
|
|
2022
Q3 | $1K | Hold |
30
| – | – | ﹤0.01% | 458 |
|
|
2022
Q2 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 459 |
|
|
2021
Q3 | – | Hold |
0
| – | -$2K | – | 499 |
|
|
2021
Q2 | – | Sell |
-40
| Closed | -$2K | – | 447 |
|
|
2021
Q1 | $2K | Buy |
+40
| New | +$2K | ﹤0.01% | 413 |
|