Proquility 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
Q1 | $2.78M | Sell |
16,580
-5,211
| -24% | -$872K | 0.86% | 42 |
|
|
2024
Q4 | $5.05M | Sell |
21,791
-294
| -1% | -$68.2K | 1.63% | 17 |
|
|
2024
Q3 | $3.81M | Sell |
22,085
-345
| -2% | -$59.5K | 1.22% | 26 |
|
|
2024
Q2 | $3.6M | Sell |
22,430
-20
| -0.1% | -$3.21K | 1.23% | 27 |
|
|
2024
Q1 | $2.98M | Sell |
22,450
-5,930
| -21% | -$786K | 1.02% | 33 |
|
|
2023
Q4 | $3.17M | Sell |
28,380
-28,890
| -50% | -$3.22M | 1.2% | 27 |
|
|
2023
Q3 | $4.76M | Sell |
57,270
-1,410
| -2% | -$117K | 1.95% | 14 |
|
|
2023
Q2 | $5.09M | Sell |
58,680
-1,770
| -3% | -$154K | 1.99% | 12 |
|
|
2023
Q1 | $3.88M | Sell |
60,450
-4,880
| -7% | -$313K | 1.54% | 19 |
|
|
2022
Q4 | $3.65M | Buy |
65,330
+240
| +0.4% | +$13.4K | 1.5% | 20 |
|
|
2022
Q3 | $2.89M | Buy |
65,090
+1,740
| +3% | +$77.3K | 1.33% | 23 |
|
|
2022
Q2 | $3.08M | Buy |
63,350
+590
| +0.9% | +$28.7K | 1.32% | 22 |
|
|
2022
Q1 | $3.59M | Sell |
62,760
-2,660
| -4% | -$152K | 1.5% | 18 |
|
|
2021
Q4 | $3.87M | Sell |
65,420
-7,710
| -11% | -$456K | 1.36% | 19 |
|
|
2021
Q3 | $3.55M | Buy |
73,130
+1,820
| +3% | +$88.3K | 1.34% | 22 |
|
|
2021
Q2 | $3.4M | Buy |
71,310
+1,960
| +3% | +$93.5K | 1.28% | 24 |
|
|
2021
Q1 | $3.22M | Buy |
69,350
+8,920
| +15% | +$414K | 1.28% | 23 |
|
|
2020
Q4 | $2.65M | Buy |
+60,430
| New | +$2.65M | 1.21% | 25 |
|