Thrive 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 | $1.53M | Sell |
5,537
-190
| -3% | -$52.4K | 0.25% | 49 |
|
2025
Q1 | $959K | Sell |
5,727
-322
| -5% | -$53.9K | 0.18% | 70 |
|
2024
Q4 | $1.4M | Sell |
6,049
-450
| -7% | -$104K | 0.25% | 46 |
|
2024
Q3 | $1.12M | Buy |
6,499
+979
| +18% | +$169K | 0.21% | 62 |
|
2024
Q2 | $886K | Sell |
5,520
-760
| -12% | -$122K | 0.17% | 71 |
|
2024
Q1 | $833K | Buy |
6,280
+1,150
| +22% | +$153K | 0.17% | 76 |
|
2023
Q4 | $573K | Sell |
5,130
-400
| -7% | -$44.7K | 0.13% | 98 |
|
2023
Q3 | $459K | Buy |
5,530
+90
| +2% | +$7.48K | 0.12% | 99 |
|
2023
Q2 | $472K | Buy |
5,440
+60
| +1% | +$5.2K | 0.12% | 102 |
|
2023
Q1 | $345K | Buy |
5,380
+690
| +15% | +$44.3K | 0.09% | 126 |
|
2022
Q4 | $262K | Buy |
+4,690
| New | +$262K | 0.08% | 138 |
|
2022
Q2 | – | Sell |
-3,280
| Closed | -$207K | – | 148 |
|
2022
Q1 | $207K | Buy |
+3,280
| New | +$207K | 0.06% | 150 |
|