Oak Harbor Wealth Partners’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.24M | Buy |
11,770
+520
| +5% | +$143K | 0.88% | 32 |
|
|
2025
Q1 | $1.88M | Buy |
11,250
+52
| +0.5% | +$8.71K | 0.54% | 45 |
|
|
2024
Q4 | $2.6M | Sell |
11,198
-351
| -3% | -$81.4K | 0.75% | 36 |
|
|
2024
Q3 | $1.99M | Sell |
11,549
-3,361
| -23% | -$580K | 0.57% | 46 |
|
|
2024
Q2 | $2.39M | Sell |
14,910
-70
| -0.5% | -$11.2K | 0.75% | 37 |
|
|
2024
Q1 | $1.99M | Sell |
14,980
-770
| -5% | -$102K | 0.62% | 45 |
|
|
2023
Q4 | $1.76M | Sell |
15,750
-2,450
| -13% | -$273K | 0.59% | 46 |
|
|
2023
Q3 | $1.51M | Buy |
18,200
+1,070
| +6% | +$88.9K | 0.54% | 53 |
|
|
2023
Q2 | $1.49M | Buy |
17,130
+400
| +2% | +$34.7K | 0.51% | 56 |
|
|
2023
Q1 | $1.07M | Buy |
+16,730
| New | +$1.07M | 0.39% | 69 |
|
|
2022
Q4 | – | Sell |
-24,070
| Closed | -$1.07M | – | 218 |
|
|
2022
Q3 | $1.07M | Buy |
24,070
+2,400
| +11% | +$107K | 0.42% | 63 |
|
|
2022
Q2 | $1.05M | Buy |
21,670
+7,180
| +50% | +$349K | 0.42% | 64 |
|
|
2022
Q1 | $913K | Buy |
14,490
+7,230
| +100% | +$456K | 0.3% | 74 |
|
|
2021
Q4 | $483K | Buy |
+7,260
| New | +$483K | 0.17% | 100 |
|