LJI 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 | $1.04M | Sell |
3,760
-67
| -2% | -$18.5K | 0.18% | 55 |
|
|
2025
Q1 | $641K | Sell |
3,827
-99
| -3% | -$16.6K | 0.13% | 71 |
|
|
2024
Q4 | $910K | Sell |
3,926
-45
| -1% | -$10.4K | 0.18% | 51 |
|
|
2024
Q3 | $685K | Buy |
3,971
+261
| +7% | +$45K | 0.14% | 77 |
|
|
2024
Q2 | $596K | Buy |
3,710
+70
| +2% | +$11.2K | 0.13% | 81 |
|
|
2024
Q1 | $482K | Buy |
3,640
+440
| +14% | +$58.3K | 0.12% | 82 |
|
|
2023
Q4 | $357K | Sell |
3,200
-50
| -2% | -$5.58K | 0.09% | 119 |
|
|
2023
Q3 | $270K | Buy |
3,250
+390
| +14% | +$32.4K | 0.08% | 133 |
|
|
2023
Q2 | $248K | Sell |
2,860
-310
| -10% | -$26.9K | 0.07% | 135 |
|
|
2023
Q1 | $203K | Buy |
+3,170
| New | +$203K | 0.06% | 148 |
|