PFG Private Wealth Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-206
| Closed | -$34.5K | – | 72 |
|
|
2025
Q1 | $34.5K | Buy |
206
+86
| +72% | +$14.4K | 0.02% | 102 |
|
|
2024
Q4 | $27.8K | Hold |
120
| – | – | 0.02% | 109 |
|
|
2024
Q3 | $20.7K | Hold |
120
| – | – | 0.01% | 118 |
|
|
2024
Q2 | $19.3K | Hold |
120
| – | – | 0.01% | 116 |
|
|
2024
Q1 | $15.9K | Hold |
120
| – | – | 0.01% | 116 |
|
|
2023
Q4 | $13.4K | Sell |
120
-440
| -79% | -$49.1K | 0.01% | 112 |
|
|
2023
Q3 | $46.5K | Sell |
560
-1,150
| -67% | -$95.5K | 0.03% | 93 |
|
|
2023
Q2 | $148K | Buy |
1,710
+10
| +0.6% | +$867 | 0.09% | 70 |
|
|
2023
Q1 | $109K | Sell |
1,700
-20
| -1% | -$1.28K | 0.07% | 89 |
|
|
2022
Q4 | $96K | Sell |
1,720
-80
| -4% | -$4.47K | 0.06% | 90 |
|
|
2022
Q3 | $80K | Buy |
1,800
+60
| +3% | +$2.67K | 0.05% | 100 |
|
|
2022
Q2 | $85K | Buy |
1,740
+10
| +0.6% | +$489 | 0.05% | 120 |
|
|
2022
Q1 | $109K | Buy |
+1,730
| New | +$109K | 0.06% | 105 |
|