Paragon Private Wealth Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.47M | Buy |
12,572
+1,215
| +11% | +$335K | 1.38% | 13 |
|
|
2025
Q1 | $1.9M | Buy |
11,357
+2,004
| +21% | +$336K | 0.88% | 27 |
|
|
2024
Q4 | $2.17M | Buy |
9,353
+1,393
| +18% | +$323K | 1% | 27 |
|
|
2024
Q3 | $1.37M | Buy |
7,960
+1,800
| +29% | +$311K | 0.68% | 43 |
|
|
2024
Q2 | $989K | Buy |
6,160
+430
| +8% | +$69K | 0.56% | 52 |
|
|
2024
Q1 | $759K | Buy |
5,730
+270
| +5% | +$35.8K | 0.45% | 71 |
|
|
2023
Q4 | $609K | Buy |
5,460
+1,380
| +34% | +$154K | 0.42% | 72 |
|
|
2023
Q3 | $339K | Buy |
4,080
+310
| +8% | +$25.7K | 0.28% | 95 |
|
|
2023
Q2 | $327K | Buy |
3,770
+80
| +2% | +$6.94K | 0.26% | 99 |
|
|
2023
Q1 | $237K | Buy |
+3,690
| New | +$237K | 0.2% | 112 |
|