Intergy 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 | $1.14M | Buy |
4,142
+138
| +3% | +$38K | 0.39% | 38 |
|
|
2025
Q1 | $670K | Buy |
4,004
+73
| +2% | +$12.2K | 0.25% | 55 |
|
|
2024
Q4 | $911K | Sell |
3,931
-71
| -2% | -$16.5K | 0.34% | 47 |
|
|
2024
Q3 | $690K | Sell |
4,002
-28
| -0.7% | -$4.83K | 0.26% | 53 |
|
|
2024
Q2 | $647K | Buy |
4,030
+10
| +0.2% | +$1.61K | 0.27% | 54 |
|
|
2024
Q1 | $533K | Hold |
4,020
| – | – | 0.22% | 59 |
|
|
2023
Q4 | $449K | Sell |
4,020
-200
| -5% | -$22.3K | 0.19% | 59 |
|
|
2023
Q3 | $351K | Sell |
4,220
-250
| -6% | -$20.8K | 0.18% | 57 |
|
|
2023
Q2 | $388K | Sell |
4,470
-210
| -4% | -$18.2K | 0.19% | 58 |
|
|
2023
Q1 | $300K | Buy |
4,680
+220
| +5% | +$14.1K | 0.17% | 59 |
|
|
2022
Q4 | $249K | Buy |
+4,460
| New | +$249K | 0.16% | 59 |
|