Meridian Wealth Partners’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Buy |
3,878
+12
| +0.3% | +$3.31K | 0.16% | 43 |
|
|
2025
Q1 | $647K | Buy |
3,866
+12
| +0.3% | +$2.01K | 0.1% | 49 |
|
|
2024
Q4 | $894K | Sell |
3,854
-373
| -9% | -$86.5K | 0.14% | 45 |
|
|
2024
Q3 | $729K | Buy |
4,227
+317
| +8% | +$54.7K | 0.11% | 47 |
|
|
2024
Q2 | $627K | Buy |
3,910
+410
| +12% | +$65.8K | 0.11% | 47 |
|
|
2024
Q1 | $464K | Buy |
3,500
+610
| +21% | +$80.8K | 0.08% | 60 |
|
|
2023
Q4 | $322K | Buy |
2,890
+310
| +12% | +$34.6K | 0.06% | 71 |
|
|
2023
Q3 | $214K | Buy |
2,580
+130
| +5% | +$10.8K | 0.04% | 89 |
|
|
2023
Q2 | $213K | Buy |
+2,450
| New | +$213K | 0.04% | 90 |
|
|
2021
Q2 | – | Sell |
-660
| Closed | -$31K | – | 183 |
|
|
2021
Q1 | $31K | Buy |
660
+100
| +18% | +$4.7K | 0.01% | 206 |
|
|
2020
Q4 | $25K | Hold |
560
| – | – | 0.01% | 192 |
|
|
2020
Q3 | $20K | Buy |
+560
| New | +$20K | 0.01% | 205 |
|