Meridian 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 | $30.9M | Buy |
112,054
+35,628
| +47% | +$9.82M | 1.32% | 11 |
|
|
2025
Q1 | $12.8M | Buy |
76,426
+3,813
| +5% | +$638K | 0.62% | 30 |
|
|
2024
Q4 | $16.8M | Buy |
72,613
+7,278
| +11% | +$1.69M | 0.8% | 19 |
|
|
2024
Q3 | $11.3M | Sell |
65,335
-2,295
| -3% | -$396K | 0.55% | 36 |
|
|
2024
Q2 | $10.9M | Buy |
+67,630
| New | +$10.9M | 1.3% | 14 |
|
|
2024
Q1 | – | Sell |
-102,680
| Closed | -$11.3M | – | 213 |
|
|
2023
Q4 | $11.3M | Buy |
102,680
+47,460
| +86% | +$5.22M | 0.72% | 21 |
|
|
2023
Q3 | $4.61M | Buy |
55,220
+350
| +0.6% | +$29.2K | 0.28% | 73 |
|
|
2023
Q2 | $4.76M | Sell |
54,870
-14,050
| -20% | -$1.22M | 0.4% | 48 |
|
|
2023
Q1 | $4.42M | Sell |
68,920
-420
| -0.6% | -$26.9K | 0.39% | 53 |
|
|
2022
Q4 | $3.88M | Sell |
69,340
-2,370
| -3% | -$133K | 0.38% | 58 |
|
|
2022
Q3 | $3.18M | Buy |
71,710
+12,100
| +20% | +$537K | 0.34% | 65 |
|
|
2022
Q2 | $2.9M | Buy |
59,610
+42,180
| +242% | +$2.05M | 0.24% | 103 |
|
|
2022
Q1 | $1.1M | Buy |
17,430
+13,270
| +319% | +$835K | 0.12% | 146 |
|
|
2021
Q4 | $277K | Buy |
4,160
+30
| +0.7% | +$2K | 0.03% | 331 |
|
|
2021
Q3 | $200K | Buy |
+4,130
| New | +$200K | 0.02% | 378 |
|
|
2019
Q3 | – | Sell |
-2,200
| Closed | -$633 | – | 219 |
|
|
2019
Q2 | $633 | Sell |
2,200
-16,930
| -88% | -$4.87K | 0.03% | 336 |
|
|
2019
Q1 | $575K | Buy |
19,130
+1,800
| +10% | +$54.1K | 0.26% | 74 |
|
|
2018
Q4 | $441K | Sell |
17,330
-220
| -1% | -$5.6K | 0.26% | 76 |
|
|
2018
Q3 | $433K | Buy |
+17,550
| New | +$433K | 0.19% | 98 |
|