Sendero Wealth Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.57M | Buy |
23,835
+9,086
| +62% | +$2.5M | 0.82% | 27 |
|
|
2025
Q1 | $2.47M | Buy |
14,749
+12,713
| +624% | +$2.13M | 0.34% | 57 |
|
|
2024
Q4 | $472K | Buy |
2,036
+226
| +12% | +$52.4K | 0.07% | 130 |
|
|
2024
Q3 | $312K | Hold |
1,810
| – | – | 0.05% | 145 |
|
|
2024
Q2 | $291K | Sell |
1,810
-710
| -28% | -$114K | 0.05% | 145 |
|
|
2024
Q1 | $334K | Buy |
2,520
+460
| +22% | +$61K | 0.06% | 137 |
|
|
2023
Q4 | $230K | Buy |
+2,060
| New | +$230K | 0.04% | 143 |
|