San Luis 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
Q2 | $6.08M | Buy |
22,047
+4,126
| +23% | +$1.14M | 1.31% | 23 |
|
|
2025
Q1 | $3M | Sell |
17,921
-8,220
| -31% | -$1.38M | 0.68% | 38 |
|
|
2024
Q4 | $6.06M | Buy |
26,141
+22,257
| +573% | +$5.16M | 1.15% | 23 |
|
|
2024
Q3 | $670K | Buy |
3,884
+144
| +4% | +$24.8K | 0.14% | 80 |
|
|
2024
Q2 | $600K | Buy |
3,740
+660
| +21% | +$106K | 0.14% | 65 |
|
|
2024
Q1 | $408K | Sell |
3,080
-150
| -5% | -$19.9K | 0.21% | 33 |
|
|
2023
Q4 | $361K | Sell |
3,230
-230
| -7% | -$25.7K | 0.15% | 39 |
|
|
2023
Q3 | $288K | Buy |
+3,460
| New | +$288K | 0.14% | 54 |
|
|
2023
Q2 | – | Sell |
-17,050
| Closed | -$1.09M | – | 162 |
|
|
2023
Q1 | $1.09M | Sell |
17,050
-1,540
| -8% | -$98.8K | 0.42% | 64 |
|
|
2022
Q4 | $1.04M | Buy |
18,590
+6,720
| +57% | +$376K | 0.97% | 33 |
|
|
2022
Q3 | $527K | Buy |
+11,870
| New | +$527K | 0.55% | 47 |
|
|
2022
Q2 | – | Sell |
-250
| Closed | -$17K | – | 91 |
|
|
2022
Q1 | $17K | Buy |
+250
| New | +$17K | 0.01% | 317 |
|