Legacy Wealth Management (Mississippi)’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.1M | Sell |
7,604
-1,040
| -12% | -$287K | 0.64% | 33 |
|
|
2025
Q1 | $1.45M | Buy |
8,644
+1,040
| +14% | +$174K | 0.47% | 41 |
|
|
2024
Q4 | $1.76M | Sell |
7,604
-1,969
| -21% | -$456K | 0.7% | 34 |
|
|
2024
Q3 | $1.65M | Buy |
9,573
+1,033
| +12% | +$178K | 0.61% | 37 |
|
|
2024
Q2 | $1.37M | Hold |
8,540
| – | – | 0.58% | 40 |
|
|
2024
Q1 | $1.13M | Sell |
8,540
-100
| -1% | -$13.3K | 0.51% | 41 |
|
|
2023
Q4 | $964K | Sell |
8,640
-50
| -0.6% | -$5.58K | 0.47% | 45 |
|
|
2023
Q3 | $722K | Buy |
8,690
+150
| +2% | +$12.5K | 0.38% | 51 |
|
|
2023
Q2 | $741K | Hold |
8,540
| – | – | 0.37% | 51 |
|
|
2023
Q1 | $548K | Hold |
8,540
| – | – | 0.3% | 55 |
|
|
2022
Q4 | $477K | Sell |
8,540
-140
| -2% | -$7.83K | 0.28% | 55 |
|
|
2022
Q3 | $385K | Hold |
8,680
| – | – | 0.26% | 63 |
|
|
2022
Q2 | $422K | Hold |
8,680
| – | – | 0.26% | 68 |
|
|
2022
Q1 | $547K | Buy |
8,680
+80
| +0.9% | +$5.04K | 0.29% | 71 |
|
|
2021
Q4 | $572K | Buy |
8,600
+60
| +0.7% | +$3.99K | 0.29% | 68 |
|
|
2021
Q3 | $414K | Hold |
8,540
| – | – | 0.22% | 81 |
|
|
2021
Q2 | $407K | Hold |
8,540
| – | – | 0.23% | 77 |
|
|
2021
Q1 | $396K | Hold |
8,540
| – | – | 0.24% | 75 |
|
|
2020
Q4 | $374K | Hold |
8,540
| – | – | 0.24% | 74 |
|
|
2020
Q3 | $311K | Hold |
8,540
| – | – | 0.21% | 87 |
|
|
2020
Q2 | $270K | Hold |
8,540
| – | – | 0.21% | 89 |
|
|
2020
Q1 | $202K | Hold |
8,540
| – | – | 0.19% | 91 |
|
|
2019
Q4 | $270K | Buy |
+8,540
| New | +$270K | 0.24% | 86 |
|