Triad Wealth Partners’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.5M | Buy |
16,331
+2,468
| +18% | +$680K | 0.91% | 29 |
|
|
2025
Q1 | $2.32M | Buy |
13,863
+4,145
| +43% | +$694K | 0.72% | 32 |
|
|
2024
Q4 | $2.25M | Buy |
+9,718
| New | +$2.25M | 0.81% | 26 |
|
|
2024
Q3 | – | Sell |
-6,310
| Closed | -$1.01M | – | 111 |
|
|
2024
Q2 | $1.01M | Buy |
6,310
+840
| +15% | +$135K | 0.53% | 25 |
|
|
2024
Q1 | $725K | Buy |
+5,470
| New | +$725K | 0.56% | 24 |
|