Lyell 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 | $4.55M | Sell |
16,490
-104
| -0.6% | -$28.7K | 0.36% | 72 |
|
|
2025
Q1 | $2.78M | Sell |
16,594
-20
| -0.1% | -$3.35K | 0.26% | 82 |
|
|
2024
Q4 | $3.85M | Buy |
16,614
+4
| +0% | +$927 | 0.35% | 73 |
|
|
2024
Q3 | $2.87M | Sell |
16,610
-20
| -0.1% | -$3.45K | 0.26% | 92 |
|
|
2024
Q2 | $2.67M | Buy |
16,630
+490
| +3% | +$78.7K | 0.25% | 89 |
|
|
2024
Q1 | $2.14M | Buy |
16,140
+370
| +2% | +$49K | 0.22% | 93 |
|
|
2023
Q4 | $1.76M | Buy |
15,770
+540
| +4% | +$60.3K | 0.2% | 98 |
|
|
2023
Q3 | $1.26M | Sell |
15,230
-2,500
| -14% | -$208K | 0.17% | 99 |
|
|
2023
Q2 | $1.54M | Sell |
17,730
-100
| -0.6% | -$8.67K | 0.2% | 95 |
|
|
2023
Q1 | $1.14M | Buy |
17,830
+250
| +1% | +$16K | 0.16% | 100 |
|
|
2022
Q4 | $983K | Buy |
17,580
+2,850
| +19% | +$159K | 0.16% | 103 |
|
|
2022
Q3 | $654K | Buy |
14,730
+1,310
| +10% | +$58.2K | 0.11% | 122 |
|
|
2022
Q2 | $652K | Buy |
13,420
+40
| +0.3% | +$1.94K | 0.11% | 121 |
|
|
2022
Q1 | $843K | Buy |
13,380
+730
| +6% | +$46K | 0.11% | 114 |
|
|
2021
Q4 | $842K | Sell |
12,650
-470
| -4% | -$31.3K | 0.1% | 113 |
|
|
2021
Q3 | $636K | Hold |
13,120
| – | – | 0.08% | 120 |
|
|
2021
Q2 | $626K | Buy |
13,120
+560
| +4% | +$26.7K | 0.08% | 123 |
|
|
2021
Q1 | $582K | Buy |
+12,560
| New | +$582K | 0.08% | 123 |
|