Peterson Wealth Services’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12M | Buy |
43,397
+402
| +0.9% | +$111K | 3.28% | 8 |
|
|
2025
Q1 | $7.2M | Sell |
42,995
-13,092
| -23% | -$2.19M | 2.23% | 12 |
|
|
2024
Q4 | $13M | Buy |
56,087
+315
| +0.6% | +$73K | 3.9% | 6 |
|
|
2024
Q3 | $9.62M | Sell |
55,772
-11,708
| -17% | -$2.02M | 3.07% | 7 |
|
|
2024
Q2 | $10.8M | Buy |
67,480
+530
| +0.8% | +$85.1K | 3.79% | 5 |
|
|
2024
Q1 | $8.87M | Sell |
66,950
-7,590
| -10% | -$1.01M | 3.23% | 6 |
|
|
2023
Q4 | $8.32M | Buy |
74,540
+3,040
| +4% | +$339K | 3.57% | 7 |
|
|
2023
Q3 | $5.94M | Buy |
71,500
+1,900
| +3% | +$158K | 4.44% | 5 |
|
|
2023
Q2 | $6.04M | Sell |
69,600
-530
| -0.8% | -$46K | 2.9% | 8 |
|
|
2023
Q1 | $4.5M | Buy |
70,130
+9,740
| +16% | +$625K | 2.31% | 10 |
|
|
2022
Q4 | $3.38M | Sell |
60,390
-1,680
| -3% | -$93.9K | 1.93% | 16 |
|
|
2022
Q3 | $2.76M | Buy |
62,070
+6,900
| +13% | +$306K | 1.95% | 16 |
|
|
2022
Q2 | $2.68M | Buy |
55,170
+3,030
| +6% | +$147K | 1.93% | 20 |
|
|
2022
Q1 | $3.28M | Buy |
52,140
+6,870
| +15% | +$433K | 2.02% | 17 |
|
|
2021
Q4 | $3.01M | Buy |
+45,270
| New | +$3.01M | 2% | 16 |
|