One 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 | $240K | Buy |
+871
| New | +$240K | 0.03% | 255 |
|
|
2024
Q2 | – | Sell |
-6,390
| Closed | -$847K | – | 233 |
|
|
2024
Q1 | $847K | Buy |
6,390
+570
| +10% | +$75.5K | 0.15% | 85 |
|
|
2023
Q4 | $650K | Buy |
5,820
+350
| +6% | +$39.1K | 0.13% | 87 |
|
|
2023
Q3 | $454K | Sell |
5,470
-120
| -2% | -$9.97K | 0.1% | 101 |
|
|
2023
Q2 | $485K | Buy |
+5,590
| New | +$485K | 0.1% | 107 |
|
|
2023
Q1 | – | Sell |
-2,470
| Closed | -$138K | – | 224 |
|
|
2022
Q4 | $138K | Sell |
2,470
-4,670
| -65% | -$261K | 0.03% | 248 |
|
|
2022
Q3 | $317K | Buy |
+7,140
| New | +$317K | 0.1% | 110 |
|