Quantum Private Wealth’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$12M Buy
43,384
+1,282
+3% +$353K 3.87% 6
2025
Q1
$7.05M Sell
42,102
-1,753
-4% -$294K 2.67% 8
2024
Q4
$10.2M Buy
43,855
+2,375
+6% +$551K 3.25% 7
2024
Q3
$7.16M Sell
41,480
-20
-0% -$3.45K 2.42% 7
2024
Q2
$6.66M Hold
41,500
2.36% 7
2024
Q1
$5.5M Sell
41,500
-20
-0% -$2.65K 2.04% 9
2023
Q4
$4.63M Sell
41,520
-4,590
-10% -$512K 1.94% 7
2023
Q3
$3.83M Buy
46,110
+5,230
+13% +$434K 1.83% 9
2023
Q2
$3.55M Sell
40,880
-160
-0.4% -$13.9K 1.64% 11
2023
Q1
$2.63M Hold
41,040
1.43% 12
2022
Q4
$2.29M Hold
41,040
1.45% 11
2022
Q3
$1.82M Sell
41,040
-560
-1% -$24.9K 1.14% 12
2022
Q2
$2.02M Sell
41,600
-320
-0.8% -$15.5K 1.19% 14
2022
Q1
$2.64M Buy
41,920
+60
+0.1% +$3.78K 1.14% 16
2021
Q4
$2.79M Buy
+41,860
New +$2.79M 1.06% 17