Parisi Gray 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 | $4.23M | Buy |
15,333
+552
| +4% | +$152K | 1.21% | 23 |
|
2025
Q1 | $2.47M | Buy |
14,781
+2,628
| +22% | +$440K | 0.81% | 27 |
|
2024
Q4 | $2.82M | Buy |
12,153
+483
| +4% | +$112K | 0.9% | 28 |
|
2024
Q3 | $2.01M | Buy |
11,670
+2,430
| +26% | +$419K | 0.66% | 34 |
|
2024
Q2 | $1.48M | Buy |
9,240
+1,010
| +12% | +$162K | 0.53% | 36 |
|
2024
Q1 | $1.09M | Buy |
8,230
+910
| +12% | +$121K | 0.41% | 48 |
|
2023
Q4 | $817K | Buy |
7,320
+1,100
| +18% | +$123K | 0.33% | 55 |
|
2023
Q3 | $517K | Buy |
+6,220
| New | +$517K | 0.23% | 65 |
|
2018
Q1 | – | Sell |
-770
| Closed | -$21K | – | 609 |
|
2017
Q4 | $21K | Buy |
+770
| New | +$21K | 0.02% | 339 |
|