Legacy Capital 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 | $1.62M | Buy |
5,884
+423
| +8% | +$117K | 0.37% | 46 |
|
|
2025
Q1 | $914K | Sell |
5,461
-36
| -0.7% | -$6.03K | 0.22% | 91 |
|
|
2024
Q4 | $1.27M | Sell |
5,497
-5,526
| -50% | -$1.28M | 0.32% | 65 |
|
|
2024
Q3 | $1.9M | Buy |
11,023
+5,223
| +90% | +$901K | 0.38% | 44 |
|
|
2024
Q2 | $931K | Buy |
+5,800
| New | +$931K | 0.24% | 82 |
|
|
2024
Q1 | – | Sell |
-5,890
| Closed | -$657K | – | 133 |
|
|
2023
Q4 | $657K | Sell |
5,890
-30
| -0.5% | -$3.35K | 0.19% | 115 |
|
|
2023
Q3 | $492K | Buy |
+5,920
| New | +$492K | 0.14% | 146 |
|
|
2023
Q2 | – | Sell |
-4,010
| Closed | -$257K | – | 58 |
|
|
2023
Q1 | $257K | Buy |
+4,010
| New | +$257K | 0.07% | 213 |
|