Lyell 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 | $5.41M | Sell |
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|
2025
Q2 | $4.55M | Sell |
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|
2025
Q1 | $2.78M | Sell |
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|
2024
Q4 | $3.85M | Buy |
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|
2024
Q3 | $2.87M | Sell |
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|
2024
Q2 | $2.67M | Buy |
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|
2024
Q1 | $2.14M | Buy |
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|
2023
Q4 | $1.76M | Buy |
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|
2023
Q3 | $1.26M | Sell |
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|
2023
Q2 | $1.54M | Sell |
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|
2023
Q1 | $1.14M | Buy |
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|
2022
Q4 | $983K | Buy |
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|
2022
Q3 | $654K | Buy |
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|
2022
Q2 | $652K | Buy |
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|
2022
Q1 | $843K | Buy |
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|
2021
Q4 | $842K | Sell |
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|
2021
Q3 | $636K | Hold |
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|
2021
Q2 | $626K | Buy |
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|
2021
Q1 | $582K | Buy |
|