TrueWealth 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 | $582K | Buy |
2,110
+109
| +5% | +$30K | 0.17% | 108 |
|
|
2025
Q1 | $335K | Sell |
2,001
-72
| -3% | -$12.1K | 0.11% | 150 |
|
|
2024
Q4 | $481K | Buy |
2,073
+84
| +4% | +$19.5K | 0.16% | 118 |
|
|
2024
Q3 | $343K | Sell |
1,989
-211
| -10% | -$36.4K | 0.11% | 161 |
|
|
2024
Q2 | $353K | Sell |
2,200
-1,030
| -32% | -$165K | 0.13% | 129 |
|
|
2024
Q1 | $428K | Sell |
3,230
-1,410
| -30% | -$187K | 0.17% | 102 |
|
|
2023
Q4 | $518K | Buy |
4,640
+1,340
| +41% | +$149K | 0.2% | 85 |
|
|
2023
Q3 | $274K | Buy |
+3,300
| New | +$274K | 0.12% | 144 |
|