Impact Partnership Wealth’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.72M | Sell |
6,258
-785
| -11% | -$216K | 0.32% | 32 |
|
2025
Q1 | $1.18M | Buy |
7,043
+565
| +9% | +$94.6K | 0.25% | 43 |
|
2024
Q4 | $1.5M | Buy |
6,478
+1,426
| +28% | +$331K | 0.3% | 35 |
|
2024
Q3 | $871K | Buy |
5,052
+1,862
| +58% | +$321K | 0.2% | 58 |
|
2024
Q2 | $512K | Buy |
3,190
+2,210
| +226% | +$355K | 0.13% | 100 |
|
2024
Q1 | $130K | Sell |
980
-70
| -7% | -$9.28K | 0.05% | 223 |
|
2023
Q4 | $117K | Sell |
1,050
-360
| -26% | -$40.2K | 0.04% | 226 |
|
2023
Q3 | $117K | Buy |
1,410
+850
| +152% | +$70.6K | 0.04% | 293 |
|
2023
Q2 | $48.6K | Buy |
+560
| New | +$48.6K | 0.02% | 259 |
|