Inlet Private 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 | $1.33M | Hold |
4,817
| – | – | 0.33% | 76 |
|
|
2025
Q1 | $806K | Hold |
4,817
| – | – | 0.21% | 88 |
|
|
2024
Q4 | $1.12M | Sell |
4,817
-65
| -1% | -$15.1K | 0.3% | 78 |
|
|
2024
Q3 | $842K | Sell |
4,882
-498
| -9% | -$85.9K | 0.21% | 88 |
|
|
2024
Q2 | $864K | Buy |
5,380
+140
| +3% | +$22.5K | 0.24% | 82 |
|
|
2024
Q1 | $695K | Sell |
5,240
-750
| -13% | -$99.4K | 0.19% | 90 |
|
|
2023
Q4 | $669K | Sell |
5,990
-500
| -8% | -$55.8K | 0.2% | 89 |
|
|
2023
Q3 | $539K | Sell |
6,490
-4,320
| -40% | -$359K | 0.18% | 92 |
|
|
2023
Q2 | $937K | Sell |
10,810
-1,000
| -8% | -$86.7K | 0.24% | 79 |
|
|
2023
Q1 | $757K | Hold |
11,810
| – | – | 0.2% | 83 |
|
|
2022
Q4 | $660K | Hold |
11,810
| – | – | 0.17% | 83 |
|
|
2022
Q3 | $524K | Buy |
11,810
+530
| +5% | +$23.5K | 0.16% | 90 |
|
|
2022
Q2 | $548K | Buy |
11,280
+20
| +0.2% | +$972 | 0.16% | 93 |
|
|
2022
Q1 | $709K | Buy |
11,260
+10
| +0.1% | +$630 | 0.18% | 91 |
|
|
2021
Q4 | $748K | Buy |
11,250
+10
| +0.1% | +$665 | 0.18% | 93 |
|
|
2021
Q3 | $545K | Hold |
11,240
| – | – | 0.15% | 99 |
|
|
2021
Q2 | $536K | Hold |
11,240
| – | – | 0.14% | 98 |
|
|
2021
Q1 | $521K | Sell |
11,240
-250
| -2% | -$11.6K | 0.15% | 95 |
|
|
2020
Q4 | $503K | Hold |
11,490
| – | – | 0.16% | 93 |
|
|
2020
Q3 | $419K | Buy |
11,490
+5,000
| +77% | +$182K | 0.16% | 94 |
|
|
2020
Q2 | $205K | Buy |
+6,490
| New | +$205K | 0.08% | 125 |
|