SteelPeak 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 | $37.1M | Sell |
134,578
-50,337
| -27% | -$13.9M | 1.43% | 13 |
|
|
2025
Q1 | $31M | Buy |
184,915
+24,239
| +15% | +$4.06M | 1.29% | 17 |
|
|
2024
Q4 | $37.3M | Sell |
160,676
-26,154
| -14% | -$6.06M | 1.51% | 15 |
|
|
2024
Q3 | $32.2M | Sell |
186,830
-2,900
| -2% | -$500K | 1.4% | 17 |
|
|
2024
Q2 | $30.5M | Sell |
189,730
-8,930
| -4% | -$1.43M | 1.41% | 13 |
|
|
2024
Q1 | $26.3M | Buy |
198,660
+31,850
| +19% | +$4.22M | 1.33% | 15 |
|
|
2023
Q4 | $18.6M | Sell |
166,810
-66,880
| -29% | -$7.47M | 1.08% | 21 |
|
|
2023
Q3 | $19.4M | Buy |
233,690
+3,360
| +1% | +$279K | 1.22% | 15 |
|
|
2023
Q2 | $20M | Sell |
230,330
-68,650
| -23% | -$5.95M | 1.18% | 19 |
|
|
2023
Q1 | $19.2M | Buy |
298,980
+6,390
| +2% | +$410K | 1.3% | 16 |
|
|
2022
Q4 | $16.4M | Buy |
292,590
+104,940
| +56% | +$5.87M | 1.2% | 18 |
|
|
2022
Q3 | $8.33M | Sell |
187,650
-105,140
| -36% | -$4.67M | 0.62% | 46 |
|
|
2022
Q2 | $14.2M | Sell |
292,790
-93,920
| -24% | -$4.56M | 1.02% | 21 |
|
|
2022
Q1 | $24.4M | Buy |
386,710
+67,360
| +21% | +$4.24M | 1.38% | 15 |
|
|
2021
Q4 | $21.3M | Buy |
319,350
+116,870
| +58% | +$7.78M | 1.2% | 16 |
|
|
2021
Q3 | $9.82M | Sell |
202,480
-94,610
| -32% | -$4.59M | 0.65% | 38 |
|
|
2021
Q2 | $14.2M | Buy |
297,090
+6,220
| +2% | +$297K | 0.99% | 21 |
|
|
2021
Q1 | $13.5M | Buy |
290,870
+53,550
| +23% | +$2.48M | 1.06% | 22 |
|
|
2020
Q4 | $10.4M | Sell |
237,320
-2,430
| -1% | -$106K | 0.94% | 23 |
|
|
2020
Q3 | $8.74M | Buy |
239,750
+98,280
| +69% | +$3.58M | 0.94% | 24 |
|
|
2020
Q2 | $4.47M | Sell |
141,470
-40,480
| -22% | -$1.28M | 0.56% | 50 |
|
|
2020
Q1 | $4.31M | Buy |
181,950
+68,650
| +61% | +$1.63M | 0.68% | 42 |
|
|
2019
Q4 | $3.58M | Buy |
+113,300
| New | +$3.58M | 0.49% | 55 |
|