SimplyRich’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.06M Hold
7,486
0.57% 41
2025
Q1
$1.25M Hold
7,486
0.36% 66
2024
Q4
$1.74M Sell
7,486
-34
-0.5% -$7.88K 0.5% 50
2024
Q3
$1.3M Hold
7,520
0.36% 66
2024
Q2
$1.21M Hold
7,520
0.38% 64
2024
Q1
$997K Hold
7,520
0.32% 77
2023
Q4
$839K Hold
7,520
0.29% 86
2023
Q3
$624K Hold
7,520
0.3% 83
2023
Q2
$652K Hold
7,520
0.23% 100
2023
Q1
$482K Hold
7,520
0.18% 111
2022
Q4
$420K Sell
7,520
-520
-6% -$29K 0.17% 122
2022
Q3
$356K Sell
8,040
-40
-0.5% -$1.77K 0.16% 115
2022
Q2
$392K Sell
8,080
-1,230
-13% -$59.7K 0.16% 116
2022
Q1
$586K Buy
9,310
+1,230
+15% +$77.4K 0.21% 105
2021
Q4
$538K Hold
8,080
0.18% 112
2021
Q3
$391K Buy
8,080
+250
+3% +$12.1K 0.14% 124
2021
Q2
$373K Buy
7,830
+320
+4% +$15.2K 0.17% 118
2021
Q1
$348K Hold
7,510
0.14% 129
2020
Q4
$329K Hold
7,510
0.15% 119
2020
Q3
$274K Hold
7,510
0.14% 124
2020
Q2
$233K Buy
+7,510
New +$233K 0.13% 128