Midland 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 | $2.09M | Sell |
7,598
-534
| -7% | -$147K | 0.12% | 44 |
|
2025
Q1 | $1.36M | Sell |
8,132
-482
| -6% | -$80.7K | 0.08% | 64 |
|
2024
Q4 | $2M | Sell |
8,614
-356
| -4% | -$82.5K | 0.12% | 50 |
|
2024
Q3 | $1.55M | Buy |
8,970
+200
| +2% | +$34.5K | 0.09% | 67 |
|
2024
Q2 | $1.41M | Sell |
8,770
-340
| -4% | -$54.6K | 0.08% | 62 |
|
2024
Q1 | $1.21M | Buy |
9,110
+620
| +7% | +$82.2K | 0.07% | 75 |
|
2023
Q4 | $948K | Buy |
+8,490
| New | +$948K | 0.06% | 91 |
|