Laidlaw Wealth Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $579K | Sell |
2,100
-2,126
| -50% | -$586K | 1.67% | 19 |
|
|
2025
Q1 | $708K | Sell |
4,226
-1,388
| -25% | -$232K | 2.08% | 15 |
|
|
2024
Q4 | $1.3M | Sell |
5,614
-477
| -8% | -$111K | 0.57% | 48 |
|
|
2024
Q3 | $1.05M | Buy |
6,091
+1,121
| +23% | +$193K | 0.52% | 63 |
|
|
2024
Q2 | $798K | Sell |
4,970
-1,270
| -20% | -$204K | 0.44% | 61 |
|
|
2024
Q1 | $827K | Sell |
6,240
-17,120
| -73% | -$2.27M | 0.46% | 62 |
|
|
2023
Q4 | $2.61M | Buy |
23,360
+1,700
| +8% | +$190K | 0.95% | 26 |
|
|
2023
Q3 | $1.8M | Buy |
21,660
+1,540
| +8% | +$128K | 0.59% | 44 |
|
|
2023
Q2 | $1.75M | Sell |
20,120
-260
| -1% | -$22.6K | 0.34% | 77 |
|
|
2023
Q1 | $1.31M | Sell |
20,380
-20
| -0.1% | -$1.28K | 0.27% | 99 |
|
|
2022
Q4 | $1.14M | Buy |
20,400
+500
| +3% | +$28K | 0.24% | 111 |
|
|
2022
Q3 | $883K | Sell |
19,900
-1,290
| -6% | -$57.2K | 0.21% | 121 |
|
|
2022
Q2 | $1.03M | Buy |
21,190
+70
| +0.3% | +$3.4K | 0.21% | 124 |
|
|
2022
Q1 | $1.33M | Sell |
21,120
-1,130
| -5% | -$71.2K | 0.22% | 112 |
|
|
2021
Q4 | $1.48M | Buy |
22,250
+2,370
| +12% | +$158K | 0.24% | 114 |
|
|
2021
Q3 | $964K | Sell |
19,880
-1,740
| -8% | -$84.4K | 0.25% | 95 |
|
|
2021
Q2 | $1.03M | Buy |
21,620
+1,300
| +6% | +$62K | 0.27% | 92 |
|
|
2021
Q1 | $942K | Buy |
20,320
+3,370
| +20% | +$156K | 0.32% | 85 |
|
|
2020
Q4 | $742K | Buy |
16,950
+1,340
| +9% | +$58.7K | 0.16% | 151 |
|
|
2020
Q3 | $569K | Sell |
15,610
-1,780
| -10% | -$64.9K | 0.25% | 101 |
|
|
2020
Q2 | $549K | Buy |
17,390
+5,070
| +41% | +$160K | 0.29% | 97 |
|
|
2020
Q1 | $292K | Buy |
12,320
+5,950
| +93% | +$141K | 0.19% | 114 |
|
|
2019
Q4 | $201K | Buy |
+6,370
| New | +$201K | 0.13% | 162 |
|