Smith Salley 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 | $22.4M | Sell |
81,433
-302
| -0.4% | -$83.2K | 1.3% | 24 |
|
|
2025
Q1 | $13.7M | Buy |
81,735
+11,987
| +17% | +$2.01M | 0.9% | 35 |
|
|
2024
Q4 | $16.2M | Sell |
69,748
-656
| -0.9% | -$152K | 1.04% | 33 |
|
|
2024
Q3 | $12.1M | Buy |
70,404
+4,434
| +7% | +$765K | 0.79% | 38 |
|
|
2024
Q2 | $10.6M | Sell |
65,970
-5,740
| -8% | -$922K | 0.76% | 41 |
|
|
2024
Q1 | $9.5M | Sell |
71,710
-58,090
| -45% | -$7.7M | 0.74% | 44 |
|
|
2023
Q4 | $14.5M | Sell |
129,800
-11,740
| -8% | -$1.31M | 0.94% | 39 |
|
|
2023
Q3 | $11.8M | Sell |
141,540
-630
| -0.4% | -$52.3K | 0.87% | 40 |
|
|
2023
Q2 | $12.3M | Sell |
142,170
-10,960
| -7% | -$951K | 0.91% | 37 |
|
|
2023
Q1 | $9.82M | Buy |
153,130
+2,380
| +2% | +$153K | 0.78% | 42 |
|
|
2022
Q4 | $8.43M | Buy |
150,750
+1,020
| +0.7% | +$57K | 0.72% | 48 |
|
|
2022
Q3 | $6.65M | Sell |
149,730
-15,750
| -10% | -$699K | 0.62% | 49 |
|
|
2022
Q2 | $8.04M | Buy |
165,480
+5,380
| +3% | +$261K | 0.7% | 48 |
|
|
2022
Q1 | $10.1M | Sell |
160,100
-19,790
| -11% | -$1.25M | 0.76% | 42 |
|
|
2021
Q4 | $12M | Buy |
179,890
+280
| +0.2% | +$18.6K | 0.85% | 40 |
|
|
2021
Q3 | $8.71M | Buy |
179,610
+5,890
| +3% | +$286K | 0.69% | 44 |
|
|
2021
Q2 | $8.28M | Sell |
173,720
-140
| -0.1% | -$6.68K | 0.67% | 43 |
|
|
2021
Q1 | $8.06M | Buy |
173,860
+10,190
| +6% | +$473K | 0.72% | 44 |
|
|
2020
Q4 | $7.17M | Buy |
163,670
+6,170
| +4% | +$270K | 0.73% | 44 |
|
|
2020
Q3 | $5.74M | Buy |
157,500
+1,710
| +1% | +$62.3K | 0.69% | 46 |
|
|
2020
Q2 | $4.92M | Buy |
155,790
+7,060
| +5% | +$223K | 0.66% | 46 |
|
|
2020
Q1 | $3.53M | Sell |
148,730
-7,030
| -5% | -$167K | 0.59% | 50 |
|
|
2019
Q4 | $4.92M | Buy |
155,760
+1,530
| +1% | +$48.3K | 0.65% | 47 |
|
|
2019
Q3 | $4.26M | Buy |
154,230
+9,190
| +6% | +$254K | 0.61% | 53 |
|
|
2019
Q2 | $4.18M | Sell |
145,040
-5,430
| -4% | -$156K | 0.63% | 53 |
|
|
2019
Q1 | $4.53M | Buy |
150,470
+33,660
| +29% | +$1.01M | 0.73% | 51 |
|
|
2018
Q4 | $2.97M | Buy |
116,810
+35,440
| +44% | +$901K | 0.55% | 62 |
|
|
2018
Q3 | $2.01M | Buy |
+81,370
| New | +$2.01M | 0.32% | 76 |
|