Twin Peaks 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 | $1.52M | Buy |
4,871
+443
| +10% | +$139K | 0.49% | 44 |
|
|
2025
Q1 | $792K | Buy |
4,428
+27
| +0.6% | +$4.83K | 0.36% | 61 |
|
|
2024
Q4 | $1.02M | Buy |
4,401
+585
| +15% | +$136K | 0.43% | 53 |
|
|
2024
Q3 | $658K | Sell |
3,816
-9,244
| -71% | -$1.59M | 0.3% | 66 |
|
|
2024
Q2 | $2.1M | Buy |
13,060
+9,430
| +260% | +$1.51M | 1.05% | 26 |
|
|
2024
Q1 | $481K | Buy |
3,630
+200
| +6% | +$26.5K | 0.27% | 71 |
|
|
2023
Q4 | $383K | Buy |
+3,430
| New | +$383K | 0.24% | 80 |
|