TRUE Private Wealth Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $983K | Buy |
3,567
+102
| +3% | +$28.1K | 0.11% | 111 |
|
|
2025
Q1 | $580K | Buy |
3,465
+2,298
| +197% | +$385K | 0.07% | 120 |
|
|
2024
Q4 | $271K | Buy |
+1,167
| New | +$271K | 0.03% | 190 |
|
|
2024
Q3 | – | Sell |
-5,030
| Closed | -$808K | – | 222 |
|
|
2024
Q2 | $808K | Sell |
5,030
-140
| -3% | -$22.5K | 0.09% | 113 |
|
|
2024
Q1 | $685K | Sell |
5,170
-60
| -1% | -$7.95K | 0.08% | 132 |
|
|
2023
Q4 | $584K | Buy |
5,230
+30
| +0.6% | +$3.35K | 0.07% | 138 |
|
|
2023
Q3 | $432K | Buy |
5,200
+370
| +8% | +$30.7K | 0.06% | 157 |
|
|
2023
Q2 | $419K | Sell |
4,830
-1,310
| -21% | -$114K | 0.06% | 146 |
|
|
2023
Q1 | $394K | Sell |
6,140
-140
| -2% | -$8.98K | 0.06% | 145 |
|
|
2022
Q4 | $351K | Buy |
6,280
+430
| +7% | +$24K | 0.05% | 149 |
|
|
2022
Q3 | $259K | Buy |
5,850
+400
| +7% | +$17.7K | 0.04% | 170 |
|
|
2022
Q2 | $264K | Buy |
5,450
+1,800
| +49% | +$87.2K | 0.04% | 182 |
|
|
2022
Q1 | $220K | Sell |
3,650
-120
| -3% | -$7.23K | 0.03% | 221 |
|
|
2021
Q4 | $250K | Buy |
+3,770
| New | +$250K | 0.04% | 223 |
|
|
2021
Q2 | – | Sell |
-7,030
| Closed | -$326K | – | 239 |
|
|
2021
Q1 | $326K | Sell |
7,030
-8,360
| -54% | -$388K | 0.05% | 166 |
|
|
2020
Q4 | $673K | Sell |
15,390
-1,500
| -9% | -$65.6K | 0.11% | 101 |
|
|
2020
Q3 | $615K | Sell |
16,890
-450
| -3% | -$16.4K | 0.11% | 99 |
|
|
2020
Q2 | $547K | Sell |
17,340
-1,510
| -8% | -$47.6K | 0.1% | 109 |
|
|
2020
Q1 | $447K | Sell |
18,850
-11,140
| -37% | -$264K | 0.1% | 105 |
|
|
2019
Q4 | $948K | Buy |
29,990
+1,530
| +5% | +$48.4K | 0.15% | 89 |
|
|
2019
Q3 | $793K | Buy |
28,460
+2,450
| +9% | +$68.3K | 0.14% | 91 |
|
|
2019
Q2 | $755K | Buy |
26,010
+7,850
| +43% | +$228K | 0.13% | 94 |
|
|
2019
Q1 | $546K | Sell |
18,160
-280
| -2% | -$8.42K | 0.1% | 103 |
|
|
2018
Q4 | $468K | Buy |
18,440
+3,350
| +22% | +$85K | 0.08% | 144 |
|
|
2018
Q3 | $372K | Sell |
15,090
-1,770
| -10% | -$43.7K | 0.05% | 199 |
|
|
2018
Q2 | $409K | Buy |
16,860
+1,880
| +13% | +$45.6K | 0.06% | 181 |
|
|
2018
Q1 | $353K | Buy |
14,980
+340
| +2% | +$8.01K | 0.06% | 167 |
|
|
2017
Q4 | $376K | Buy |
14,640
+380
| +3% | +$9.76K | 0.07% | 159 |
|
|
2017
Q3 | $345K | Hold |
14,260
| – | – | 0.08% | 110 |
|
|
2017
Q2 | $332K | Buy |
14,260
+690
| +5% | +$16.1K | 0.08% | 104 |
|
|
2017
Q1 | $296K | Sell |
13,570
-890
| -6% | -$19.4K | 0.07% | 111 |
|
|
2016
Q4 | $294K | Buy |
14,460
+890
| +7% | +$18.1K | 0.07% | 109 |
|
|
2016
Q3 | $229K | Sell |
13,570
-900
| -6% | -$15.2K | 0.07% | 125 |
|
|
2016
Q2 | $224K | Hold |
14,470
| – | – | 0.07% | 127 |
|
|
2016
Q1 | $224K | Buy |
+14,470
| New | +$224K | 0.09% | 114 |
|