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 |
|