Oxler Private 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 | $701K | Buy |
2,543
+6
| +0.2% | +$1.65K | 0.22% | 53 |
|
|
2025
Q1 | $425K | Buy |
2,537
+9
| +0.4% | +$1.51K | 0.15% | 65 |
|
|
2024
Q4 | $586K | Buy |
2,528
+6
| +0.2% | +$1.39K | 0.19% | 59 |
|
|
2024
Q3 | $435K | Buy |
2,522
+12
| +0.5% | +$2.07K | 0.15% | 65 |
|
|
2024
Q2 | $404K | Hold |
2,510
| – | – | 0.15% | 63 |
|
|
2024
Q1 | $332K | Buy |
2,510
+10
| +0.4% | +$1.32K | 0.13% | 70 |
|
|
2023
Q4 | $279K | Buy |
2,500
+20
| +0.8% | +$2.23K | 0.23% | 61 |
|
|
2023
Q3 | $206K | Buy |
2,480
+10
| +0.4% | +$832 | 0.1% | 88 |
|
|
2023
Q2 | $214K | Buy |
+2,470
| New | +$214K | 0.1% | 89 |
|
|
2022
Q4 | – | Sell |
-2,410
| Closed | -$107K | – | 106 |
|
|
2022
Q3 | $107K | Buy |
2,410
+20
| +0.8% | +$892 | 0.06% | 131 |
|
|
2022
Q2 | $117K | Buy |
+2,390
| New | +$117K | 0.06% | 122 |
|
|
2021
Q1 | – | Sell |
-2,000
| Closed | -$87K | – | 123 |
|
|
2020
Q4 | $87K | Buy |
+2,000
| New | +$87K | 0.05% | 138 |
|