Sage Private Wealth Group’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.53M | Sell |
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|
2025
Q1 | $964K | Sell |
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|
2024
Q4 | $1.41M | Buy |
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|
2024
Q3 | $1.04M | Buy |
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|
2024
Q2 | $963K | Buy |
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|
2024
Q1 | $769K | Buy |
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|
2023
Q4 | $590K | Sell |
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|
2023
Q3 | $450K | Buy |
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|
2023
Q2 | $468K | Buy |
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|
2023
Q1 | $346K | Sell |
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|
2022
Q4 | $325K | Sell |
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|
2022
Q3 | $301K | Buy |
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|
2022
Q2 | $161K | Buy |
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|
2022
Q1 | $125K | Buy |
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|
2021
Q4 | $56K | Hold |
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|
2021
Q3 | $41K | Hold |
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|
2021
Q2 | $41K | Hold |
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|
2021
Q1 | $39K | Hold |
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|
2020
Q4 | $37K | Buy |
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