TriaGen 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 | $816K | Buy |
+2,959
| New | +$816K | 0.25% | 85 |
|
|
2025
Q1 | – | Sell |
-962
| Closed | -$223K | – | 169 |
|
|
2024
Q4 | $223K | Buy |
+962
| New | +$223K | 0.08% | 155 |
|
|
2022
Q2 | – | Sell |
-54,720
| Closed | -$3.45M | – | 159 |
|
|
2022
Q1 | $3.45M | Buy |
54,720
+34,150
| +166% | +$2.15M | 1.79% | 9 |
|
|
2021
Q4 | $1.32M | Sell |
20,570
-6,560
| -24% | -$422K | 0.65% | 58 |
|
|
2021
Q3 | $1.32M | Hold |
27,130
| – | – | 0.72% | 54 |
|
|
2021
Q2 | $1.32M | Buy |
+27,130
| New | +$1.32M | 0.68% | 57 |
|