Prentice 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 | $2.97M | Sell |
10,762
-524
| -5% | -$144K | 0.78% | 21 |
|
|
2025
Q1 | $1.89M | Buy |
11,286
+4,784
| +74% | +$801K | 0.55% | 26 |
|
|
2024
Q4 | $1.51M | Buy |
6,502
+143
| +2% | +$33.2K | 0.44% | 32 |
|
|
2024
Q3 | $1.1M | Sell |
6,359
-741
| -10% | -$128K | 0.33% | 40 |
|
|
2024
Q2 | $1.14M | Buy |
7,100
+1,060
| +18% | +$170K | 0.37% | 38 |
|
|
2024
Q1 | $801K | Buy |
6,040
+290
| +5% | +$38.4K | 0.28% | 47 |
|
|
2023
Q4 | $642K | Buy |
5,750
+280
| +5% | +$31.3K | 0.25% | 48 |
|
|
2023
Q3 | $454K | Buy |
5,470
+50
| +0.9% | +$4.15K | 0.21% | 60 |
|
|
2023
Q2 | $470K | Buy |
5,420
+60
| +1% | +$5.21K | 0.21% | 62 |
|
|
2023
Q1 | $344K | Buy |
5,360
+730
| +16% | +$46.8K | 0.16% | 75 |
|
|
2022
Q4 | $259K | Buy |
+4,630
| New | +$259K | 0.13% | 83 |
|
|
2022
Q3 | – | Sell |
-3,530
| Closed | -$171K | – | 94 |
|
|
2022
Q2 | $171K | Buy |
+3,530
| New | +$171K | 0.17% | 48 |
|