Invictus 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 | $38M | Buy |
137,806
+15,272
| +12% | +$4.21M | 2.6% | 14 |
|
|
2025
Q1 | $20.5M | Buy |
122,534
+3,145
| +3% | +$527K | 1.63% | 16 |
|
|
2024
Q4 | $27.7M | Buy |
119,389
+116,423
| +3,925% | +$27M | 2.1% | 15 |
|
|
2024
Q3 | $512K | Sell |
2,966
-74
| -2% | -$12.8K | 0.04% | 55 |
|
|
2024
Q2 | $488K | Sell |
3,040
-70
| -2% | -$11.2K | 0.04% | 54 |
|
|
2024
Q1 | $412K | Sell |
3,110
-260
| -8% | -$34.5K | 0.04% | 62 |
|
|
2023
Q4 | $376K | Sell |
3,370
-30
| -0.9% | -$3.35K | 0.04% | 69 |
|
|
2023
Q3 | $282K | Sell |
3,400
-230
| -6% | -$19.1K | 0.03% | 75 |
|
|
2023
Q2 | $315K | Sell |
3,630
-260
| -7% | -$22.6K | 0.03% | 78 |
|
|
2023
Q1 | $250K | Sell |
3,890
-520
| -12% | -$33.4K | 0.03% | 80 |
|
|
2022
Q4 | $247K | Buy |
+4,410
| New | +$247K | 0.03% | 80 |
|