Invenio Wealth Partners’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Sell |
3,859
-2,179
| -36% | -$601K | 0.42% | 35 |
|
|
2025
Q1 | $1.01M | Sell |
6,038
-832
| -12% | -$139K | 0.42% | 34 |
|
|
2024
Q4 | $1.59M | Sell |
6,870
-107
| -2% | -$24.8K | 0.67% | 29 |
|
|
2024
Q3 | $1.2M | Buy |
6,977
+277
| +4% | +$47.8K | 0.52% | 32 |
|
|
2024
Q2 | $1.08M | Buy |
6,700
+230
| +4% | +$36.9K | 0.53% | 31 |
|
|
2024
Q1 | $858K | Buy |
6,470
+3,980
| +160% | +$528K | 0.46% | 34 |
|
|
2023
Q4 | $278K | Buy |
+2,490
| New | +$278K | 0.2% | 72 |
|