Tyler-Stone Wealth Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $672K | Sell |
2,439
-335
| -12% | -$92.3K | 0.11% | 170 |
|
|
2025
Q1 | $464K | Sell |
2,774
-370
| -12% | -$61.9K | 0.08% | 195 |
|
|
2024
Q4 | $729K | Buy |
3,144
+983
| +45% | +$228K | 0.13% | 143 |
|
|
2024
Q3 | $373K | Buy |
2,161
+1,391
| +181% | +$240K | 0.07% | 220 |
|
|
2024
Q2 | $124K | Buy |
+770
| New | +$124K | 0.05% | 253 |
|
|
2022
Q2 | – | Sell |
-1,000
| Closed | -$63K | – | 835 |
|
|
2022
Q1 | $63K | Hold |
1,000
| – | – | 0.03% | 307 |
|
|
2021
Q4 | $67K | Buy |
+1,000
| New | +$67K | 0.04% | 316 |
|