Private 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 | $1.17M | Buy |
4,243
+24
| +0.6% | +$6.62K | 0.09% | 89 |
|
|
2025
Q1 | $706K | Sell |
4,219
-6,751
| -62% | -$1.13M | 0.06% | 106 |
|
|
2024
Q4 | $2.54M | Buy |
10,970
+6,448
| +143% | +$1.49M | 0.19% | 61 |
|
|
2024
Q3 | $780K | Buy |
4,522
+912
| +25% | +$157K | 0.06% | 100 |
|
|
2024
Q2 | $580K | Hold |
3,610
| – | – | 0.04% | 107 |
|
|
2024
Q1 | $478K | Buy |
3,610
+510
| +16% | +$67.5K | 0.04% | 111 |
|
|
2023
Q4 | $346K | Buy |
3,100
+10
| +0.3% | +$1.12K | 0.03% | 129 |
|
|
2023
Q3 | $257K | Hold |
3,090
| – | – | 0.02% | 131 |
|
|
2023
Q2 | $268K | Buy |
+3,090
| New | +$268K | 0.02% | 129 |
|