Peninsula Wealth’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.56M | Buy |
6,711
+246
| +4% | +$57K | 0.27% | 38 |
|
|
2024
Q3 | $1.14M | Sell |
6,465
-3,275
| -34% | -$579K | 0.2% | 47 |
|
|
2024
Q2 | $1.66M | Buy |
9,740
+80
| +0.8% | +$13.6K | 0.31% | 34 |
|
|
2024
Q1 | $1.28M | Hold |
9,660
| – | – | 0.26% | 38 |
|
|
2023
Q4 | $1.08M | Buy |
9,660
+200
| +2% | +$22.3K | 0.22% | 43 |
|
|
2023
Q3 | $815K | Buy |
9,460
+430
| +5% | +$37.1K | 0.19% | 43 |
|
|
2023
Q2 | $783K | Buy |
9,030
+260
| +3% | +$22.6K | 0.2% | 39 |
|
|
2023
Q1 | $563K | Buy |
8,770
+190
| +2% | +$12.2K | 0.16% | 39 |
|
|
2022
Q4 | $480K | Sell |
8,580
-2,980
| -26% | -$167K | 0.15% | 39 |
|
|
2022
Q3 | $513K | Buy |
11,560
+90
| +0.8% | +$3.99K | 0.18% | 37 |
|
|
2022
Q2 | $557K | Sell |
11,470
-180
| -2% | -$8.74K | 0.19% | 32 |
|
|
2022
Q1 | $733K | Buy |
11,650
+1,640
| +16% | +$103K | 0.21% | 30 |
|
|
2021
Q4 | $666K | Buy |
+10,010
| New | +$666K | 0.18% | 32 |
|