Tempus Wealth Planning’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $302K | Sell |
1,095
-194
| -15% | -$53.5K | 0.08% | 211 |
|
|
2025
Q1 | $216K | Sell |
1,289
-225
| -15% | -$37.7K | 0.06% | 240 |
|
|
2024
Q4 | $351K | Sell |
1,514
-521
| -26% | -$121K | 0.11% | 175 |
|
|
2024
Q3 | $351K | Buy |
2,035
+365
| +22% | +$63K | 0.13% | 157 |
|
|
2024
Q2 | $268K | Buy |
1,670
+140
| +9% | +$22.5K | 0.11% | 165 |
|
|
2024
Q1 | $203K | Buy |
+1,530
| New | +$203K | 0.09% | 187 |
|