Parcion Private Wealth’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$20M Sell
2025
Q2
$17M Sell
2025
Q1
$10.5M Sell
2024
Q4
$21.8M Buy
2024
Q3
$16.2M Buy
2024
Q2
$11.4M Sell
2024
Q1
$9.98M Buy
2023
Q4
$7.25M Buy
2023
Q3
$5.37M Sell
2023
Q2
$5.69M Buy
2023
Q1
$4.07M Buy
2022
Q4
$2.96M Buy
2022
Q3
$1.33M Buy
2022
Q2
$773K Sell
2022
Q1
$1.03M Buy
2021
Q4
$229K Sell
2021
Q3
$430K Buy
2021
Q2
$388K Hold
2021
Q1
$377K Buy
2020
Q4
$347K Hold
2020
Q3
$283K Sell
2020
Q2
$269K Buy