Private Wealth Management Group’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $512K | Buy |
1,858
+1
| +0.1% | +$276 | 0.17% | 49 |
|
|
2025
Q1 | $311K | Buy |
1,857
+695
| +60% | +$116K | 0.11% | 65 |
|
|
2024
Q4 | $269K | Hold |
1,162
| – | – | 0.1% | 68 |
|
|
2024
Q3 | $200K | Buy |
1,162
+2
| +0.2% | +$345 | 0.08% | 74 |
|
|
2024
Q2 | $186K | Sell |
1,160
-10
| -0.9% | -$1.61K | 0.08% | 77 |
|
|
2024
Q1 | $155K | Sell |
1,170
-140
| -11% | -$18.6K | 0.07% | 77 |
|
|
2023
Q4 | $146K | Buy |
+1,310
| New | +$146K | 0.07% | 78 |
|