Phoenix Wealth Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.65M | Sell |
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|
2025
Q1 | $2.35M | Sell |
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|
2024
Q4 | $4.06M | Sell |
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|
2024
Q3 | $3.14M | Sell |
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|
2024
Q2 | $3.61M | Sell |
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|
2024
Q1 | $3.19M | Sell |
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|
2023
Q4 | $3.13M | Buy |
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|
2023
Q3 | $2.37M | Buy |
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|
2023
Q2 | $2.41M | Sell |
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|
2023
Q1 | $2.91M | Sell |
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|
2022
Q4 | $3.12M | Buy |
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|
2022
Q3 | $2.48M | Sell |
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|
2022
Q2 | $2.71M | Sell |
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|
2022
Q1 | $3.38M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $32K | Hold |
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|
2021
Q2 | $31K | Buy |
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|
2021
Q1 | $27K | Buy |
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|
2020
Q4 | $8K | Buy |
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