Ullmann Wealth Partners Group’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Buy |
4,019
+467
| +13% | +$129K | 0.13% | 62 |
|
|
2025
Q1 | $595K | Buy |
3,552
+35
| +1% | +$5.86K | 0.08% | 82 |
|
|
2024
Q4 | $815K | Buy |
3,517
+356
| +11% | +$82.5K | 0.11% | 67 |
|
|
2024
Q3 | $545K | Buy |
3,161
+241
| +8% | +$41.6K | 0.07% | 85 |
|
|
2024
Q2 | $469K | Buy |
2,920
+290
| +11% | +$46.6K | 0.07% | 77 |
|
|
2024
Q1 | $349K | Buy |
2,630
+700
| +36% | +$92.8K | 0.05% | 83 |
|
|
2023
Q4 | $216K | Buy |
+1,930
| New | +$216K | 0.04% | 101 |
|