Strait & Sound 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 | $1.95M | Sell |
7,068
-150
| -2% | -$41.3K | 0.83% | 27 |
|
|
2025
Q1 | $1.21M | Sell |
7,218
-773
| -10% | -$129K | 0.56% | 40 |
|
|
2024
Q4 | $1.85M | Buy |
7,991
+41
| +0.5% | +$9.51K | 0.86% | 20 |
|
|
2024
Q3 | $1.37M | Sell |
7,950
-600
| -7% | -$104K | 0.67% | 28 |
|
|
2024
Q2 | $1.37M | Buy |
8,550
+2,170
| +34% | +$348K | 0.7% | 24 |
|
|
2024
Q1 | $882K | Buy |
6,380
+430
| +7% | +$59.4K | 0.49% | 35 |
|
|
2023
Q4 | $657K | Buy |
5,950
+60
| +1% | +$6.62K | 0.41% | 43 |
|
|
2023
Q3 | $489K | Buy |
+5,890
| New | +$489K | 0.42% | 54 |
|