LJI Wealth Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.2M | Sell |
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|
2025
Q2 | $1.04M | Sell |
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|
2025
Q1 | $641K | Sell |
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|
2024
Q4 | $910K | Sell |
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|
2024
Q3 | $685K | Buy |
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|
2024
Q2 | $596K | Buy |
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|
2024
Q1 | $482K | Buy |
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|
2023
Q4 | $357K | Sell |
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|
2023
Q3 | $270K | Buy |
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|
2023
Q2 | $248K | Sell |
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|
2023
Q1 | $203K | Buy |
|