Naviter 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 | $9.67M | Sell |
35,078
-4,534
| -11% | -$1.25M | 1.19% | 13 |
|
|
2025
Q1 | $6.72M | Sell |
39,612
-1,359
| -3% | -$231K | 0.81% | 24 |
|
|
2024
Q4 | $9.5M | Buy |
40,971
+14,681
| +56% | +$3.4M | 1.15% | 17 |
|
|
2024
Q3 | $4.54M | Sell |
26,290
-1,090
| -4% | -$188K | 0.63% | 39 |
|
|
2024
Q2 | $4.4M | Sell |
27,380
-710
| -3% | -$114K | 0.66% | 33 |
|
|
2024
Q1 | $3.72M | Buy |
28,090
+2,660
| +10% | +$353K | 0.61% | 34 |
|
|
2023
Q4 | $2.84M | Buy |
25,430
+4,750
| +23% | +$530K | 0.57% | 39 |
|
|
2023
Q3 | $1.72M | Buy |
20,680
+80
| +0.4% | +$6.65K | 0.41% | 57 |
|
|
2023
Q2 | $1.79M | Buy |
20,600
+2,210
| +12% | +$192K | 0.45% | 50 |
|
|
2023
Q1 | $1.18M | Sell |
18,390
-16,400
| -47% | -$1.05M | 0.41% | 64 |
|
|
2022
Q4 | $2.04M | Buy |
34,790
+11,530
| +50% | +$675K | 0.56% | 38 |
|
|
2022
Q3 | $1.03M | Buy |
23,260
+3,060
| +15% | +$136K | 0.42% | 52 |
|
|
2022
Q2 | $981K | Buy |
+20,200
| New | +$981K | 0.4% | 54 |
|