Regent Peak 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
Q1 | $2.17M | Sell |
12,942
-367
| -3% | -$61.4K | 0.51% | 28 |
|
|
2024
Q4 | $3.09M | Buy |
13,309
+386
| +3% | +$89.5K | 0.69% | 23 |
|
|
2024
Q3 | $2.23M | Sell |
12,923
-137
| -1% | -$23.6K | 0.51% | 45 |
|
|
2024
Q2 | $2.1M | Buy |
13,060
+500
| +4% | +$80.3K | 0.48% | 48 |
|
|
2024
Q1 | $1.66M | Buy |
12,560
+120
| +1% | +$15.9K | 0.42% | 50 |
|
|
2023
Q4 | $1.39M | Buy |
12,440
+40
| +0.3% | +$4.47K | 0.38% | 50 |
|
|
2023
Q3 | $1.03M | Buy |
12,400
+230
| +2% | +$19.1K | 0.31% | 56 |
|
|
2023
Q2 | $1.06M | Hold |
12,170
| – | – | 0.31% | 54 |
|
|
2023
Q1 | $781K | Sell |
12,170
-190
| -2% | -$12.2K | 0.24% | 61 |
|
|
2022
Q4 | $691K | Sell |
12,360
-120
| -1% | -$6.71K | 0.23% | 69 |
|
|
2022
Q3 | $554K | Sell |
12,480
-170
| -1% | -$7.55K | 0.2% | 76 |
|
|
2022
Q2 | $614K | Buy |
12,650
+370
| +3% | +$18K | 0.2% | 68 |
|
|
2022
Q1 | $773K | Buy |
12,280
+20
| +0.2% | +$1.26K | 0.22% | 61 |
|
|
2021
Q4 | $816K | Sell |
12,260
-210
| -2% | -$14K | 0.22% | 64 |
|
|
2021
Q3 | $605K | Buy |
12,470
+160
| +1% | +$7.76K | 0.17% | 82 |
|
|
2021
Q2 | $598K | Sell |
12,310
-780
| -6% | -$37.9K | 0.17% | 83 |
|
|
2021
Q1 | $606K | Buy |
13,090
+620
| +5% | +$28.7K | 0.2% | 78 |
|
|
2020
Q4 | $546K | Buy |
12,470
+1,500
| +14% | +$65.7K | 0.18% | 78 |
|
|
2020
Q3 | $400K | Buy |
10,970
+740
| +7% | +$27K | 0.17% | 85 |
|
|
2020
Q2 | $323K | Buy |
+10,230
| New | +$323K | 0.15% | 86 |
|
|
2020
Q1 | – | Sell |
-8,180
| Closed | -$258K | – | 112 |
|
|
2019
Q4 | $258K | Buy |
+8,180
| New | +$258K | 0.12% | 107 |
|