Peterson Wealth Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $301K | Buy |
+1,093
| New | +$301K | 0.05% | 79 |
|
|
2025
Q1 | – | Sell |
-1,088
| Closed | -$253K | – | 90 |
|
|
2024
Q4 | $253K | Sell |
1,088
-396
| -27% | -$92.1K | 0.05% | 77 |
|
|
2024
Q3 | $256K | Sell |
1,484
-956
| -39% | -$165K | 0.05% | 71 |
|
|
2024
Q2 | $391K | Buy |
2,440
+30
| +1% | +$4.81K | 0.08% | 54 |
|
|
2024
Q1 | $319K | Sell |
2,410
-200
| -8% | -$26.5K | 0.07% | 56 |
|
|
2023
Q4 | $291K | Buy |
+2,610
| New | +$291K | 0.07% | 56 |
|
|
2023
Q3 | – | Sell |
-2,390
| Closed | -$209K | – | 62 |
|
|
2023
Q2 | $209K | Buy |
+2,390
| New | +$209K | 0.06% | 61 |
|