Morton Brown Family 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 | $1.48M | Sell |
5,387
-935
| -15% | -$258K | 0.45% | 22 |
|
|
2025
Q1 | $1.06M | Sell |
6,322
-260
| -4% | -$43.5K | 0.36% | 24 |
|
|
2024
Q4 | $1.53M | Sell |
6,582
-770
| -10% | -$179K | 0.53% | 23 |
|
|
2024
Q3 | $1.27M | Sell |
7,352
-80,348
| -92% | -$13.9M | 0.45% | 25 |
|
|
2024
Q2 | $1.41M | Buy |
87,700
+78,070
| +811% | +$1.25M | 0.56% | 23 |
|
|
2024
Q1 | $1.28M | Buy |
9,630
+830
| +9% | +$110K | 0.53% | 23 |
|
|
2023
Q4 | $982K | Buy |
+8,800
| New | +$982K | 0.43% | 26 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 296 |
|
|
2022
Q4 | – | Sell |
-170
| Closed | -$8K | – | 166 |
|
|
2022
Q3 | $8K | Hold |
170
| – | – | 0.01% | 118 |
|
|
2022
Q2 | $8K | Buy |
+170
| New | +$8K | 0.01% | 115 |
|
|
2022
Q1 | – | Sell |
-40
| Closed | -$3K | – | 149 |
|
|
2021
Q4 | $3K | Buy |
+40
| New | +$3K | ﹤0.01% | 147 |
|