Money Concepts Capital’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.61M Sell
9,459
-4,620
-33% -$1.27M 0.17% 121
2025
Q1
$2.36M Buy
14,079
+981
+7% +$164K 0.18% 133
2024
Q4
$3.04M Sell
13,098
-2,831
-18% -$656K 0.23% 101
2024
Q3
$2.75M Sell
15,929
-211
-1% -$36.4K 0.21% 112
2024
Q2
$2.59M Buy
16,140
+60
+0.4% +$9.63K 0.22% 112
2024
Q1
$2.13M Buy
16,080
+4,610
+40% +$611K 0.2% 138
2023
Q4
$1.28M Sell
11,470
-1,040
-8% -$116K 0.12% 184
2023
Q3
$1.04M Buy
12,510
+320
+3% +$26.6K 0.11% 190
2023
Q2
$1.06M Sell
12,190
-43,430
-78% -$3.78M 0.11% 193
2023
Q1
$3.69M Sell
55,620
-12,010
-18% -$798K 0.21% 95
2022
Q4
$3.78M Sell
67,630
-1,790
-3% -$100K 0.17% 122
2022
Q3
$3.08M Buy
69,420
+41,730
+151% +$1.85M 0.18% 107
2022
Q2
$1.32M Sell
27,690
-6,620
-19% -$316K 0.12% 177
2022
Q1
$2.16M Buy
34,310
+14,340
+72% +$903K 0.12% 180
2021
Q4
$1.33M Buy
+19,970
New +$1.33M 0.11% 181
2021
Q1
$757K Buy
16,320
+3,160
+24% +$147K 0.06% 250
2020
Q4
$576K Buy
+13,160
New +$576K 0.05% 262