Talisman Wealth Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Sell |
4,136
-54
| -1% | -$14.9K | 1.04% | 25 |
|
|
2025
Q1 | $702K | Sell |
4,190
-677
| -14% | -$113K | 0.72% | 39 |
|
|
2024
Q4 | $1.13M | Sell |
4,867
-220
| -4% | -$51K | 1.2% | 23 |
|
|
2024
Q3 | $878K | Sell |
5,087
-123
| -2% | -$21.2K | 0.92% | 32 |
|
|
2024
Q2 | $837K | Sell |
5,210
-20
| -0.4% | -$3.21K | 0.97% | 31 |
|
|
2024
Q1 | $693K | Sell |
5,230
-300
| -5% | -$39.8K | 0.87% | 36 |
|
|
2023
Q4 | $617K | Sell |
5,530
-210
| -4% | -$23.4K | 0.92% | 35 |
|
|
2023
Q3 | $477K | Sell |
5,740
-250
| -4% | -$20.8K | 0.83% | 37 |
|
|
2023
Q2 | $520K | Sell |
5,990
-70
| -1% | -$6.08K | 0.89% | 36 |
|
|
2023
Q1 | $389K | Buy |
6,060
+1,840
| +44% | +$118K | 0.7% | 41 |
|
|
2022
Q4 | $236K | Buy |
+4,220
| New | +$236K | 0.5% | 64 |
|