The Wealth Group’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $485K | Hold |
1,760
| – | – | 0.12% | 51 |
|
|
2025
Q1 | $295K | Hold |
1,760
| – | – | 0.09% | 50 |
|
|
2024
Q4 | $408K | Hold |
1,760
| – | – | 0.12% | 39 |
|
|
2024
Q3 | $304K | Hold |
1,760
| – | – | 0.09% | 49 |
|
|
2024
Q2 | $283K | Buy |
1,760
+100
| +6% | +$16.1K | 0.09% | 48 |
|
|
2024
Q1 | $221K | Hold |
1,660
| – | – | 0.07% | 53 |
|
|
2023
Q4 | $203K | Buy |
+1,660
| New | +$203K | 0.07% | 58 |
|