Private Client Services’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.53M | Buy |
5,564
+1,355
| +32% | +$374K | 0.6% | 47 |
|
|
2025
Q1 | $705K | Buy |
4,209
+940
| +29% | +$157K | 0.35% | 71 |
|
|
2024
Q4 | $758K | Buy |
3,269
+67
| +2% | +$15.5K | 0.41% | 65 |
|
|
2024
Q3 | $552K | Buy |
3,202
+152
| +5% | +$26.2K | 0.3% | 72 |
|
|
2024
Q2 | $490K | Buy |
3,050
+210
| +7% | +$33.7K | 0.31% | 71 |
|
|
2024
Q1 | $377K | Buy |
2,840
+340
| +14% | +$45.1K | 0.25% | 83 |
|
|
2023
Q4 | $279K | Buy |
+2,500
| New | +$279K | 0.23% | 111 |
|