Motive Wealth Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.38M | Buy |
5,005
+651
| +15% | +$179K | 0.63% | 26 |
|
|
2025
Q1 | $729K | Sell |
4,354
-246
| -5% | -$41.2K | 0.39% | 33 |
|
|
2024
Q4 | $1.07M | Buy |
4,600
+4,209
| +1,076% | +$976K | 0.57% | 28 |
|
|
2024
Q3 | $628K | Sell |
391
-3,519
| -90% | -$5.65M | 0.38% | 36 |
|
|
2024
Q2 | $628K | Buy |
3,910
+150
| +4% | +$24.1K | 0.38% | 36 |
|
|
2024
Q1 | $498K | Buy |
3,760
+1,440
| +62% | +$191K | 0.3% | 39 |
|
|
2023
Q4 | $259K | Sell |
2,320
-510
| -18% | -$56.9K | 0.3% | 37 |
|
|
2023
Q3 | $235K | Sell |
2,830
-200
| -7% | -$16.6K | 0.26% | 42 |
|
|
2023
Q2 | $263K | Buy |
+3,030
| New | +$263K | 0.27% | 45 |
|