Liberty 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 | $1.76M | Buy |
6,383
+154
| +2% | +$42.5K | 0.28% | 61 |
|
|
2025
Q1 | $1.04M | Buy |
6,229
+621
| +11% | +$104K | 0.2% | 63 |
|
|
2024
Q4 | $1.3M | Sell |
5,608
-46
| -0.8% | -$10.7K | 0.22% | 70 |
|
|
2024
Q3 | $975K | Sell |
5,654
-74,306
| -93% | -$12.8M | 0.17% | 76 |
|
|
2024
Q2 | $857K | Buy |
79,960
+76,030
| +1,935% | +$815K | 0.16% | 80 |
|
|
2024
Q1 | $520K | Sell |
3,930
-150
| -4% | -$19.8K | 0.1% | 105 |
|
|
2023
Q4 | $455K | Sell |
4,080
-1,520
| -27% | -$170K | 0.1% | 102 |
|
|
2023
Q3 | $465K | Sell |
5,600
-10,270
| -65% | -$853K | 0.12% | 97 |
|
|
2023
Q2 | $1.38M | Buy |
+15,870
| New | +$1.38M | 0.34% | 44 |
|
|
2021
Q4 | – | Sell |
-650
| Closed | -$32K | – | 239 |
|
|
2021
Q3 | $32K | Buy |
650
+140
| +27% | +$6.89K | 0.01% | 518 |
|
|
2021
Q2 | $24K | Buy |
510
+10
| +2% | +$471 | 0.01% | 467 |
|
|
2021
Q1 | $23K | Hold |
500
| – | – | 0.01% | 431 |
|
|
2020
Q4 | $23K | Buy |
500
+320
| +178% | +$14.7K | 0.01% | 428 |
|
|
2020
Q3 | $7K | Hold |
180
| – | – | ﹤0.01% | 565 |
|
|
2020
Q2 | $6K | Sell |
180
-900
| -83% | -$30K | ﹤0.01% | 567 |
|
|
2020
Q1 | $26K | Buy |
1,080
+190
| +21% | +$4.57K | 0.02% | 309 |
|
|
2019
Q4 | $28K | Sell |
890
-190
| -18% | -$5.98K | 0.02% | 352 |
|
|
2019
Q3 | $30K | Buy |
1,080
+170
| +19% | +$4.72K | 0.03% | 321 |
|
|
2019
Q2 | $26K | Buy |
910
+350
| +63% | +$10K | 0.02% | 359 |
|
|
2019
Q1 | $17K | Buy |
560
+120
| +27% | +$3.64K | 0.01% | 363 |
|
|
2018
Q4 | $11K | Buy |
+440
| New | +$11K | 0.01% | 409 |
|