Pasadena 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 | $568K | Buy |
2,062
+2
| +0.1% | +$551 | 0.1% | 97 |
|
|
2025
Q1 | $345K | Sell |
2,060
-9
| -0.4% | -$1.51K | 0.07% | 127 |
|
|
2024
Q4 | $480K | Sell |
2,069
-11
| -0.5% | -$2.55K | 0.1% | 92 |
|
|
2024
Q3 | $359K | Hold |
2,080
| – | – | 0.08% | 106 |
|
|
2024
Q2 | $334K | Hold |
2,080
| – | – | 0.08% | 103 |
|
|
2024
Q1 | $276K | Hold |
2,080
| – | – | 0.06% | 111 |
|
|
2023
Q4 | $232K | Buy |
+2,080
| New | +$232K | 0.06% | 130 |
|