Modern 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 | $5.68M | Sell |
20,611
-528
| -2% | -$146K | 0.14% | 147 |
|
|
2025
Q1 | $3.54M | Sell |
21,139
-745
| -3% | -$125K | 0.11% | 154 |
|
|
2024
Q4 | $5.07M | Buy |
21,884
+933
| +4% | +$216K | 0.19% | 107 |
|
|
2024
Q3 | $3.61M | Buy |
20,951
+1,591
| +8% | +$274K | 0.22% | 76 |
|
|
2024
Q2 | $3.11M | Buy |
19,360
+4,940
| +34% | +$793K | 0.23% | 62 |
|
|
2024
Q1 | $1.91M | Buy |
14,420
+12,550
| +671% | +$1.66M | 0.18% | 74 |
|
|
2023
Q4 | $208K | Buy |
+1,870
| New | +$208K | 0.03% | 179 |
|