Martel Wealth Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $540K | Hold |
1,960
| – | – | 0.1% | 42 |
|
|
2025
Q1 | $328K | Hold |
1,960
| – | – | 0.07% | 51 |
|
|
2024
Q4 | $454K | Hold |
1,960
| – | – | 0.09% | 49 |
|
|
2024
Q3 | $346K | Hold |
1,960
| – | – | 0.07% | 37 |
|
|
2024
Q2 | $315K | Hold |
1,960
| – | – | 0.07% | 39 |
|
|
2024
Q1 | $260K | Hold |
1,960
| – | – | 0.06% | 46 |
|
|
2023
Q4 | $219K | Buy |
+1,960
| New | +$219K | 0.05% | 51 |
|