Journey Strategic Wealth’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$25.2M Sell
2025
Q2
$21.8M Buy
2025
Q1
$13.1M Buy
2024
Q4
$9.26M Buy
2024
Q3
$3.81M Buy
2024
Q2
$3.16M Buy
2024
Q1
$2.5M Buy
2023
Q4
$845K Buy
2023
Q3
$489K Sell
2023
Q2
$807K Sell
2023
Q1
$757K Sell
2022
Q4
$754K Buy
2022
Q3
$509K Buy
2022
Q2
$439K Sell
2022
Q1
$674K Buy
2021
Q4
$679K Buy