Pacific Capital 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
Q1 | – | Sell |
-654
| Closed | -$152K | – | 113 |
|
|
2024
Q4 | $152K | Sell |
654
-20
| -3% | -$4.64K | 0.03% | 96 |
|
|
2024
Q3 | $116K | Buy |
674
+164
| +32% | +$28.3K | 0.02% | 105 |
|
|
2024
Q2 | $81.9K | Buy |
510
+490
| +2,450% | +$78.7K | 0.01% | 119 |
|
|
2024
Q1 | $2.65K | Buy |
+20
| New | +$2.65K | ﹤0.01% | 405 |
|
|
2023
Q2 | – | Sell |
-3,320
| Closed | -$213K | – | 68 |
|
|
2023
Q1 | $213K | Buy |
+3,320
| New | +$213K | 0.05% | 82 |
|