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TritonPoint Wealth’s Broadcom AVGO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.3M Buy
15,588
+394
+3% +$109K 0.4% 67
2025
Q1
$2.54M Buy
15,194
+908
+6% +$152K 0.24% 97
2024
Q4
$3.31M Buy
14,286
+2,102
+17% +$487K 0.3% 84
2024
Q3
$2.1M Buy
12,184
+11,002
+931% +$1.9M 0.19% 110
2024
Q2
$1.9M Buy
1,182
+60
+5% +$96.3K 0.18% 114
2024
Q1
$1.26M Sell
1,122
-32
-3% -$36K 0.13% 131
2023
Q4
$1.29M Buy
+1,154
New +$1.29M 0.13% 134