Principle 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 | $1.34M | Buy |
4,861
+1,376
| +39% | +$379K | 0.08% | 136 |
|
|
2025
Q1 | $584K | Buy |
3,485
+544
| +18% | +$91.1K | 0.04% | 209 |
|
|
2024
Q4 | $682K | Buy |
2,941
+189
| +7% | +$43.8K | 0.05% | 189 |
|
|
2024
Q3 | $475K | Buy |
2,752
+122
| +5% | +$21K | 0.03% | 232 |
|
|
2024
Q2 | $421K | Sell |
2,630
-100
| -4% | -$16K | 0.03% | 240 |
|
|
2024
Q1 | $362K | Buy |
2,730
+110
| +4% | +$14.6K | 0.03% | 257 |
|
|
2023
Q4 | $293K | Buy |
+2,620
| New | +$293K | 0.03% | 272 |
|
|
2020
Q3 | – | Sell |
-1,770
| Closed | -$56K | – | 167 |
|
|
2020
Q2 | $56K | Buy |
+1,770
| New | +$56K | 0.02% | 265 |
|