Marcum Wealth’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $3.25M | Sell |
19,406
-685
| -3% | -$115K | 0.28% | 43 |
|
|
2024
Q4 | $4.66M | Sell |
20,091
-888
| -4% | -$206K | 0.4% | 30 |
|
|
2024
Q3 | $3.62M | Sell |
20,979
-151
| -0.7% | -$26K | 0.34% | 35 |
|
|
2024
Q2 | $3.39M | Buy |
21,130
+1,120
| +6% | +$180K | 0.34% | 32 |
|
|
2024
Q1 | $2.65M | Sell |
20,010
-2,510
| -11% | -$333K | 0.27% | 38 |
|
|
2023
Q4 | $2.51M | Buy |
22,520
+1,770
| +9% | +$198K | 0.27% | 37 |
|
|
2023
Q3 | $1.72M | Sell |
20,750
-370
| -2% | -$30.7K | 0.21% | 53 |
|
|
2023
Q2 | $1.83M | Sell |
21,120
-6,190
| -23% | -$537K | 0.22% | 50 |
|
|
2023
Q1 | $1.75M | Buy |
27,310
+980
| +4% | +$62.9K | 0.22% | 49 |
|
|
2022
Q4 | $1.47M | Buy |
26,330
+680
| +3% | +$38K | 0.2% | 59 |
|
|
2022
Q3 | $1.14M | Sell |
25,650
-1,240
| -5% | -$55.1K | 0.17% | 68 |
|
|
2022
Q2 | $1.31M | Buy |
26,890
+1,150
| +4% | +$55.9K | 0.2% | 65 |
|
|
2022
Q1 | $1.62M | Sell |
25,740
-10
| -0% | -$630 | 0.22% | 62 |
|
|
2021
Q4 | $1.71M | Sell |
25,750
-1,990
| -7% | -$132K | 0.24% | 56 |
|
|
2021
Q3 | $1.35M | Sell |
27,740
-630
| -2% | -$30.5K | 0.21% | 67 |
|
|
2021
Q2 | $1.35M | Buy |
28,370
+590
| +2% | +$28.1K | 0.22% | 61 |
|
|
2021
Q1 | $1.29M | Buy |
+27,780
| New | +$1.29M | 0.21% | 65 |
|