One Wealth Management Investment & Advisory Services’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $304K | Sell |
1,102
-94
| -8% | -$25.9K | 0.39% | 38 |
|
|
2025
Q1 | $200K | Buy |
+1,196
| New | +$200K | 0.33% | 45 |
|
|
2024
Q3 | – | Sell |
-12,170
| Closed | -$1.95M | – | 54 |
|
|
2024
Q2 | $1.95M | Sell |
12,170
-60
| -0.5% | -$9.63K | 0.78% | 24 |
|
|
2024
Q1 | $1.62M | Sell |
12,230
-500
| -4% | -$66.3K | 0.66% | 26 |
|
|
2023
Q4 | $1.42M | Buy |
+12,730
| New | +$1.42M | 0.63% | 30 |
|