Quotient 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
Q2 | $5.07M | Buy |
18,391
+1,647
| +10% | +$454K | 0.15% | 42 |
|
|
2025
Q1 | $2.8M | Sell |
16,744
-368
| -2% | -$61.6K | 0.09% | 57 |
|
|
2024
Q4 | $3.97M | Buy |
17,112
+787
| +5% | +$182K | 0.13% | 47 |
|
|
2024
Q3 | $2.82M | Buy |
16,325
+615
| +4% | +$106K | 0.09% | 52 |
|
|
2024
Q2 | $2.52M | Buy |
15,710
+2,600
| +20% | +$418K | 0.09% | 56 |
|
|
2024
Q1 | $1.74M | Buy |
13,110
+1,050
| +9% | +$139K | 0.06% | 82 |
|
|
2023
Q4 | $1.35M | Buy |
+12,060
| New | +$1.35M | 0.05% | 100 |
|