Precedent 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 | $5.43M | Buy |
19,716
+1,653
| +9% | +$456K | 1.33% | 17 |
|
|
2025
Q1 | $3.02M | Buy |
18,063
+614
| +4% | +$103K | 0.84% | 27 |
|
|
2024
Q4 | $4.05M | Buy |
17,449
+208
| +1% | +$48.2K | 1.32% | 20 |
|
|
2024
Q3 | $2.97M | Buy |
17,241
+971
| +6% | +$167K | 0.98% | 29 |
|
|
2024
Q2 | $2.61M | Buy |
16,270
+500
| +3% | +$80.3K | 1.05% | 23 |
|
|
2024
Q1 | $2.09M | Buy |
15,770
+780
| +5% | +$103K | 0.9% | 26 |
|
|
2023
Q4 | $1.67M | Buy |
+14,990
| New | +$1.67M | 0.85% | 25 |
|