Marion 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 | $1.03M | Buy |
3,744
+501
| +15% | +$138K | 0.26% | 73 |
|
|
2025
Q1 | $543K | Buy |
3,243
+313
| +11% | +$52.4K | 0.15% | 87 |
|
|
2024
Q4 | $679K | Buy |
2,930
+1,000
| +52% | +$232K | 0.18% | 81 |
|
|
2024
Q3 | $333K | Hold |
1,930
| – | – | 0.09% | 106 |
|
|
2024
Q2 | $310K | Buy |
1,930
+20
| +1% | +$3.21K | 0.09% | 105 |
|
|
2024
Q1 | $253K | Buy |
+1,910
| New | +$253K | 0.08% | 113 |
|