Mitchell & Pahl Private Wealth’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.77M | Sell |
24,544
-462
| -2% | -$127K | 2.99% | 2 |
|
|
2025
Q1 | $4.19M | Sell |
25,006
-830
| -3% | -$139K | 1.95% | 4 |
|
|
2024
Q4 | $5.99M | Sell |
25,836
-1,260
| -5% | -$292K | 2.8% | 3 |
|
|
2024
Q3 | $4.67M | Sell |
27,096
-154
| -0.6% | -$26.6K | 2.18% | 4 |
|
|
2024
Q2 | $4.38M | Sell |
27,250
-370
| -1% | -$59.4K | 2.31% | 3 |
|
|
2024
Q1 | $3.66M | Sell |
27,620
-1,020
| -4% | -$135K | 1.92% | 4 |
|
|
2023
Q4 | $3.2M | Sell |
28,640
-1,130
| -4% | -$126K | 1.81% | 5 |
|
|
2023
Q3 | $2.47M | Sell |
29,770
-1,240
| -4% | -$103K | 1.47% | 12 |
|
|
2023
Q2 | $2.69M | Sell |
31,010
-410
| -1% | -$35.6K | 1.62% | 9 |
|
|
2023
Q1 | $2.02M | Sell |
31,420
-640
| -2% | -$41.1K | 1.26% | 19 |
|
|
2022
Q4 | $1.79M | Sell |
32,060
-1,060
| -3% | -$59.3K | 1.18% | 19 |
|
|
2022
Q3 | $1.47M | Sell |
33,120
-1,110
| -3% | -$49.3K | 1.09% | 24 |
|
|
2022
Q2 | $1.66M | Sell |
34,230
-1,500
| -4% | -$72.9K | 1.16% | 23 |
|
|
2022
Q1 | $2.25M | Sell |
35,730
-680
| -2% | -$42.8K | 1.43% | 14 |
|
|
2021
Q4 | $2.42M | Sell |
36,410
-520
| -1% | -$34.6K | 1.55% | 11 |
|
|
2021
Q3 | $1.79M | Sell |
36,930
-460
| -1% | -$22.3K | 1.29% | 20 |
|
|
2021
Q2 | $1.78M | Sell |
37,390
-250
| -0.7% | -$11.9K | 1.27% | 22 |
|
|
2021
Q1 | $1.75M | Sell |
37,640
-370
| -1% | -$17.2K | 1.35% | 18 |
|
|
2020
Q4 | $1.66M | Buy |
+38,010
| New | +$1.66M | 1.4% | 14 |
|