TruWealth 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 | $43M | Buy |
155,987
+313
| +0.2% | +$86.4K | 2.37% | 10 |
|
|
2025
Q1 | $26.1M | Sell |
155,674
-1,773
| -1% | -$297K | 1.58% | 20 |
|
|
2024
Q4 | $36.5M | Sell |
157,447
-16,863
| -10% | -$3.91M | 2.2% | 15 |
|
|
2024
Q3 | $30.1M | Sell |
174,310
-1,970
| -1% | -$340K | 1.84% | 16 |
|
|
2024
Q2 | $28.3M | Buy |
176,280
+31,170
| +21% | +$5M | 1.88% | 17 |
|
|
2024
Q1 | $19.2M | Sell |
145,110
-3,300
| -2% | -$437K | 1.34% | 23 |
|
|
2023
Q4 | $16.6M | Buy |
148,410
+1,970
| +1% | +$220K | 1.26% | 26 |
|
|
2023
Q3 | $12.2M | Sell |
146,440
-12,010
| -8% | -$998K | 1.05% | 30 |
|
|
2023
Q2 | $13.7M | Buy |
158,450
+43,100
| +37% | +$3.74M | 1.18% | 30 |
|
|
2023
Q1 | $7.4M | Buy |
115,350
+3,660
| +3% | +$235K | 0.68% | 41 |
|
|
2022
Q4 | $6.25M | Buy |
111,690
+6,210
| +6% | +$347K | 0.61% | 44 |
|
|
2022
Q3 | $4.68M | Buy |
105,480
+8,880
| +9% | +$394K | 0.5% | 44 |
|
|
2022
Q2 | $4.69M | Buy |
96,600
+10,470
| +12% | +$509K | 0.5% | 39 |
|
|
2022
Q1 | $5.42M | Sell |
86,130
-8,750
| -9% | -$551K | 0.56% | 37 |
|
|
2021
Q4 | $6.31M | Buy |
94,880
+61,740
| +186% | +$4.11M | 0.64% | 36 |
|
|
2021
Q3 | $1.61M | Buy |
33,140
+1,720
| +5% | +$83.4K | 0.18% | 53 |
|
|
2021
Q2 | $1.5M | Buy |
31,420
+2,720
| +9% | +$130K | 0.18% | 55 |
|
|
2021
Q1 | $1.33M | Buy |
28,700
+680
| +2% | +$31.5K | 0.18% | 52 |
|
|
2020
Q4 | $1.23M | Buy |
+28,020
| New | +$1.23M | 0.18% | 49 |
|