Journey Strategic 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 | $21.8M | Buy |
78,909
+625
| +0.8% | +$172K | 0.71% | 11 |
|
|
2025
Q1 | $13.1M | Buy |
78,284
+38,342
| +96% | +$6.42M | 0.46% | 17 |
|
|
2024
Q4 | $9.26M | Buy |
39,942
+17,845
| +81% | +$4.14M | 0.35% | 21 |
|
|
2024
Q3 | $3.81M | Buy |
22,097
+2,407
| +12% | +$415K | 0.14% | 42 |
|
|
2024
Q2 | $3.16M | Buy |
19,690
+860
| +5% | +$138K | 0.13% | 35 |
|
|
2024
Q1 | $2.5M | Buy |
18,830
+11,260
| +149% | +$1.49M | 0.11% | 34 |
|
|
2023
Q4 | $845K | Buy |
7,570
+1,680
| +29% | +$188K | 0.04% | 72 |
|
|
2023
Q3 | $489K | Sell |
5,890
-3,420
| -37% | -$284K | 0.02% | 83 |
|
|
2023
Q2 | $807K | Sell |
9,310
-2,490
| -21% | -$216K | 0.04% | 66 |
|
|
2023
Q1 | $757K | Sell |
11,800
-1,690
| -13% | -$108K | 0.08% | 75 |
|
|
2022
Q4 | $754K | Buy |
13,490
+2,020
| +18% | +$113K | 0.09% | 71 |
|
|
2022
Q3 | $509K | Buy |
11,470
+2,420
| +27% | +$107K | 0.07% | 66 |
|
|
2022
Q2 | $439K | Sell |
9,050
-1,650
| -15% | -$80K | 0.06% | 65 |
|
|
2022
Q1 | $674K | Buy |
10,700
+500
| +5% | +$31.5K | 0.07% | 36 |
|
|
2021
Q4 | $679K | Buy |
+10,200
| New | +$679K | 0.07% | 54 |
|