Provenance Wealth Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $506K | Buy |
1,836
+10
| +0.5% | +$2.76K | 0.07% | 65 |
|
|
2025
Q1 | $306K | Buy |
1,826
+636
| +53% | +$106K | 0.04% | 101 |
|
|
2024
Q4 | $276K | Hold |
1,190
| – | – | 0.04% | 121 |
|
|
2024
Q3 | $205K | Buy |
1,190
+990
| +495% | +$171K | 0.03% | 153 |
|
|
2024
Q2 | $32.1K | Sell |
200
-990
| -83% | -$159K | ﹤0.01% | 233 |
|
|
2024
Q1 | $158K | Buy |
1,190
+920
| +341% | +$122K | 0.02% | 158 |
|
|
2023
Q4 | $30.1K | Buy |
+270
| New | +$30.1K | ﹤0.01% | 237 |
|