Merriman Wealth Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.08M | Buy |
4,648
+161
| +4% | +$37.3K | 0.04% | 83 |
|
|
2024
Q3 | $774K | Buy |
4,487
+67
| +2% | +$11.6K | 0.03% | 116 |
|
|
2024
Q2 | $710K | Buy |
4,420
+940
| +27% | +$151K | 0.03% | 119 |
|
|
2024
Q1 | $461K | Buy |
3,480
+980
| +39% | +$130K | 0.02% | 137 |
|
|
2023
Q4 | $279K | Hold |
2,500
| – | – | 0.01% | 161 |
|
|
2023
Q3 | $208K | Buy |
2,500
+170
| +7% | +$14.1K | 0.01% | 178 |
|
|
2023
Q2 | $202K | Buy |
+2,330
| New | +$202K | 0.01% | 198 |
|