Moran 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
$75.6M Sell
274,334
-11,744
-4% -$3.24M 2.33% 1
2025
Q1
$47.9M Buy
286,078
+21,093
+8% +$3.53M 1.61% 3
2024
Q4
$61.4M Sell
264,985
-6,744
-2% -$1.56M 1.96% 2
2024
Q3
$46.9M Sell
271,729
-6,411
-2% -$1.11M 1.44% 7
2024
Q2
$44.7M Sell
278,140
-3,040
-1% -$488K 1.47% 9
2024
Q1
$37.3M Buy
281,180
+21,720
+8% +$2.88M 1.21% 11
2023
Q4
$29M Buy
259,460
+63,680
+33% +$7.11M 1.03% 16
2023
Q3
$16.3M Sell
195,780
-6,750
-3% -$561K 0.63% 52
2023
Q2
$17.6M Buy
202,530
+1,260
+0.6% +$109K 0.66% 53
2023
Q1
$12.9M Buy
+201,270
New +$12.9M 0.49% 79