Perfromance Wealth Partners’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42.4M | Sell |
153,961
-4,975
| -3% | -$1.37M | 1.36% | 14 |
|
|
2025
Q1 | $26.6M | Buy |
158,936
+22,007
| +16% | +$3.68M | 0.95% | 16 |
|
|
2024
Q4 | $31.7M | Sell |
136,929
-4,649
| -3% | -$1.08M | 1.02% | 16 |
|
|
2024
Q3 | $24.4M | Buy |
141,578
+139,308
| +6,137% | +$24M | 0.84% | 17 |
|
|
2024
Q2 | $365K | Sell |
2,270
-300
| -12% | -$48.2K | 0.01% | 105 |
|
|
2024
Q1 | $341K | Buy |
2,570
+80
| +3% | +$10.6K | 0.01% | 116 |
|
|
2023
Q4 | $278K | Buy |
+2,490
| New | +$278K | 0.01% | 135 |
|