Simplicity Wealth’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.2M | Buy |
44,250
+22,710
| +105% | +$6.26M | 0.51% | 40 |
|
|
2025
Q1 | $3.61M | Buy |
21,540
+15,208
| +240% | +$2.55M | 0.28% | 83 |
|
|
2024
Q4 | $1.47M | Sell |
6,332
-10,556
| -63% | -$2.45M | 0.31% | 58 |
|
|
2024
Q3 | $2.91M | Sell |
16,888
-143,052
| -89% | -$24.7M | 0.27% | 85 |
|
|
2024
Q2 | $25.7M | Buy |
159,940
+1,730
| +1% | +$278K | 0.58% | 29 |
|
|
2024
Q1 | $21M | Buy |
158,210
+155,600
| +5,962% | +$20.6M | 0.5% | 31 |
|
|
2023
Q4 | $292K | Buy |
+2,610
| New | +$292K | 0.11% | 142 |
|