Omnia 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 | $1.4M | Buy |
5,097
+629
| +14% | +$173K | 0.51% | 24 |
|
|
2025
Q1 | $748K | Buy |
4,468
+1,857
| +71% | +$311K | 0.31% | 32 |
|
|
2024
Q4 | $605K | Buy |
2,611
+264
| +11% | +$61.2K | 0.25% | 35 |
|
|
2024
Q3 | $405K | Buy |
2,347
+697
| +42% | +$120K | 0.17% | 50 |
|
|
2024
Q2 | $265K | Buy |
+1,650
| New | +$265K | 0.11% | 67 |
|
|
2019
Q2 | – | Sell |
-730
| Closed | -$22K | – | 134 |
|
|
2019
Q1 | $22K | Hold |
730
| – | – | 0.01% | 203 |
|
|
2018
Q4 | $18K | Hold |
730
| – | – | 0.01% | 199 |
|
|
2018
Q3 | $18K | Hold |
730
| – | – | 0.01% | 209 |
|
|
2018
Q2 | $18K | Hold |
730
| – | – | 0.01% | 219 |
|
|
2018
Q1 | $17K | Buy |
730
+360
| +97% | +$8.38K | 0.01% | 220 |
|
|
2017
Q4 | $9K | Sell |
370
-380
| -51% | -$9.24K | ﹤0.01% | 297 |
|
|
2017
Q3 | $18K | Buy |
750
+10
| +1% | +$240 | 0.01% | 211 |
|
|
2017
Q2 | $17K | Sell |
740
-30
| -4% | -$689 | 0.01% | 226 |
|
|
2017
Q1 | $17K | Hold |
770
| – | – | 0.01% | 224 |
|
|
2016
Q4 | $14K | Buy |
+770
| New | +$14K | 0.01% | 245 |
|