Parcion 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 | $17M | Sell |
61,604
-1,386
| -2% | -$382K | 1.21% | 20 |
|
|
2025
Q1 | $10.5M | Sell |
62,990
-31,238
| -33% | -$5.23M | 0.86% | 25 |
|
|
2024
Q4 | $21.8M | Buy |
94,228
+464
| +0.5% | +$108K | 1.67% | 15 |
|
|
2024
Q3 | $16.2M | Buy |
93,764
+22,714
| +32% | +$3.92M | 1.35% | 17 |
|
|
2024
Q2 | $11.4M | Sell |
71,050
-4,220
| -6% | -$678K | 1.04% | 21 |
|
|
2024
Q1 | $9.98M | Buy |
75,270
+10,280
| +16% | +$1.36M | 0.88% | 21 |
|
|
2023
Q4 | $7.25M | Buy |
64,990
+290
| +0.4% | +$32.4K | 0.66% | 30 |
|
|
2023
Q3 | $5.37M | Sell |
64,700
-950
| -1% | -$78.9K | 0.56% | 43 |
|
|
2023
Q2 | $5.69M | Buy |
65,650
+2,130
| +3% | +$185K | 0.57% | 45 |
|
|
2023
Q1 | $4.07M | Buy |
63,520
+10,530
| +20% | +$676K | 0.43% | 52 |
|
|
2022
Q4 | $2.96M | Buy |
52,990
+22,930
| +76% | +$1.28M | 0.32% | 63 |
|
|
2022
Q3 | $1.34M | Buy |
30,060
+14,970
| +99% | +$665K | 0.15% | 105 |
|
|
2022
Q2 | $773K | Sell |
15,090
-1,690
| -10% | -$86.6K | 0.08% | 139 |
|
|
2022
Q1 | $1.03M | Buy |
16,780
+12,990
| +343% | +$795K | 0.1% | 107 |
|
|
2021
Q4 | $229K | Sell |
3,790
-4,770
| -56% | -$288K | 0.02% | 180 |
|
|
2021
Q3 | $430K | Buy |
8,560
+430
| +5% | +$21.6K | 0.04% | 150 |
|
|
2021
Q2 | $388K | Hold |
8,130
| – | – | 0.04% | 151 |
|
|
2021
Q1 | $377K | Buy |
8,130
+200
| +3% | +$9.27K | 0.04% | 150 |
|
|
2020
Q4 | $347K | Hold |
7,930
| – | – | 0.05% | 149 |
|
|
2020
Q3 | $283K | Sell |
7,930
-500
| -6% | -$17.8K | 0.04% | 154 |
|
|
2020
Q2 | $269K | Buy |
+8,430
| New | +$269K | 0.05% | 158 |
|