Sugarloaf Wealth Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $648K | Sell |
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|
2024
Q3 | $4.56M | Sell |
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|
2024
Q2 | $4.27M | Buy |
|
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|
2024
Q1 | $3.44M | Sell |
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|
2023
Q4 | $3.49M | Sell |
|
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|
2023
Q3 | $2.66M | Sell |
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|
2023
Q2 | $3.16M | Buy |
|
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|
2023
Q1 | $2.19M | Buy |
|
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|
2022
Q4 | $60.5K | Buy |
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|
2022
Q3 | $44K | Buy |
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|
2022
Q2 | $46K | Buy |
|