Olistico 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 | $3.16M | Buy |
11,461
+695
| +6% | +$192K | 1.75% | 13 |
|
|
2025
Q1 | $1.8M | Buy |
10,766
+688
| +7% | +$115K | 1.11% | 18 |
|
|
2024
Q4 | $2.34M | Sell |
10,078
-505
| -5% | -$117K | 1.36% | 18 |
|
|
2024
Q3 | $1.83M | Sell |
10,583
-677
| -6% | -$117K | 1.12% | 19 |
|
|
2024
Q2 | $1.81M | Buy |
11,260
+1,120
| +11% | +$180K | 1.15% | 19 |
|
|
2024
Q1 | $1.34M | Sell |
10,140
-2,400
| -19% | -$318K | 0.97% | 27 |
|
|
2023
Q4 | $1.4M | Buy |
12,540
+800
| +7% | +$89.3K | 1.09% | 22 |
|
|
2023
Q3 | $975K | Buy |
11,740
+400
| +4% | +$33.2K | 0.87% | 32 |
|
|
2023
Q2 | $984K | Buy |
11,340
+1,500
| +15% | +$130K | 0.84% | 33 |
|
|
2023
Q1 | $631K | Buy |
9,840
+520
| +6% | +$33.4K | 0.61% | 44 |
|
|
2022
Q4 | $521K | Buy |
+9,320
| New | +$521K | 0.56% | 50 |
|