PRW Wealth Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $284K | Sell |
3,380
-110
| -3% | -$9.25K | 0.11% | 75 |
|
|
2023
Q2 | $318K | Buy |
3,490
+70
| +2% | +$6.37K | 0.11% | 51 |
|
|
2023
Q1 | $214K | Sell |
3,420
-220
| -6% | -$13.8K | 0.08% | 101 |
|
|
2022
Q4 | $204K | Buy |
+3,640
| New | +$204K | 0.09% | 65 |
|
|
2022
Q2 | – | Sell |
-3,670
| Closed | -$231K | – | 99 |
|
|
2022
Q1 | $231K | Hold |
3,670
| – | – | 0.1% | 98 |
|
|
2021
Q4 | $244K | Buy |
+3,670
| New | +$244K | 0.11% | 88 |
|
|
2021
Q3 | – | Sell |
-22,890
| Closed | -$1.09M | – | 105 |
|
|
2021
Q2 | $1.09M | Buy |
+22,890
| New | +$1.09M | 0.32% | 89 |
|
|
2019
Q2 | – | Sell |
-6,270
| Closed | -$189K | – | 111 |
|
|
2019
Q1 | $189K | Sell |
6,270
-580
| -8% | -$17.5K | 0.18% | 53 |
|
|
2018
Q4 | $174K | Buy |
+6,850
| New | +$174K | 0.22% | 62 |
|