Montz Harcus 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 | $687K | Sell |
2,492
-121
| -5% | -$33.4K | 0.33% | 35 |
|
|
2025
Q1 | $437K | Sell |
2,613
-48
| -2% | -$8.04K | 0.24% | 45 |
|
|
2024
Q4 | $617K | Sell |
2,661
-236
| -8% | -$54.7K | 0.34% | 34 |
|
|
2024
Q3 | $500K | Sell |
2,897
-133
| -4% | -$22.9K | 0.29% | 39 |
|
|
2024
Q2 | $487K | Sell |
3,030
-150
| -5% | -$24.1K | 0.32% | 34 |
|
|
2024
Q1 | $422K | Buy |
3,180
+670
| +27% | +$88.8K | 0.29% | 39 |
|
|
2023
Q4 | $280K | Sell |
2,510
-60
| -2% | -$6.69K | 0.21% | 40 |
|
|
2023
Q3 | $213K | Sell |
2,570
-830
| -24% | -$68.9K | 0.18% | 49 |
|
|
2023
Q2 | $295K | Buy |
+3,400
| New | +$295K | 0.24% | 39 |
|