Valley Wealth Managers’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39.3M | Sell |
142,723
-7,344
| -5% | -$2.02M | 2.83% | 2 |
|
|
2025
Q1 | $25.1M | Sell |
150,067
-80,293
| -35% | -$13.4M | 1.91% | 9 |
|
|
2024
Q4 | $53.4M | Sell |
230,360
-22,237
| -9% | -$5.16M | 3.99% | 1 |
|
|
2024
Q3 | $43.6M | Sell |
252,597
-6,633
| -3% | -$1.14M | 3.23% | 3 |
|
|
2024
Q2 | $41.6M | Sell |
259,230
-36,860
| -12% | -$5.92M | 3.32% | 3 |
|
|
2024
Q1 | $39.2M | Sell |
296,090
-50,210
| -14% | -$6.65M | 2.96% | 2 |
|
|
2023
Q4 | $38.7M | Sell |
346,300
-25,330
| -7% | -$2.83M | 3.01% | 3 |
|
|
2023
Q3 | $30.9M | Sell |
371,630
-38,600
| -9% | -$3.21M | 2.57% | 3 |
|
|
2023
Q2 | $35.6M | Sell |
410,230
-25,050
| -6% | -$2.17M | 3.2% | 2 |
|
|
2023
Q1 | $27.9M | Sell |
435,280
-21,860
| -5% | -$1.4M | 2.54% | 3 |
|
|
2022
Q4 | $25.6M | Buy |
457,140
+31,440
| +7% | +$1.76M | 2.37% | 3 |
|
|
2022
Q3 | $18.9M | Buy |
425,700
+16,150
| +4% | +$717K | 1.89% | 13 |
|
|
2022
Q2 | $19.9M | Sell |
409,550
-5,180
| -1% | -$252K | 1.86% | 15 |
|
|
2022
Q1 | $26.1M | Sell |
414,730
-19,630
| -5% | -$1.24M | 2.18% | 5 |
|
|
2021
Q4 | $28.9M | Sell |
434,360
-33,800
| -7% | -$2.25M | 2.32% | 3 |
|
|
2021
Q3 | $22.7M | Sell |
468,160
-11,210
| -2% | -$544K | 1.98% | 9 |
|
|
2021
Q2 | $22.9M | Sell |
479,370
-21,260
| -4% | -$1.01M | 1.93% | 7 |
|
|
2021
Q1 | $23.2M | Sell |
500,630
-33,810
| -6% | -$1.57M | 2.09% | 5 |
|
|
2020
Q4 | $23.4M | Sell |
534,440
-44,440
| -8% | -$1.95M | 2.29% | 3 |
|
|
2020
Q3 | $21.1M | Sell |
578,880
-19,680
| -3% | -$717K | 2.32% | 4 |
|
|
2020
Q2 | $18.9M | Sell |
598,560
-17,500
| -3% | -$552K | 2.12% | 8 |
|
|
2020
Q1 | $14.6M | Sell |
616,060
-16,270
| -3% | -$386K | 1.9% | 19 |
|
|
2019
Q4 | $20M | Sell |
632,330
-13,980
| -2% | -$442K | 2% | 15 |
|
|
2019
Q3 | $17.8M | Sell |
646,310
-34,130
| -5% | -$942K | 1.89% | 22 |
|
|
2019
Q2 | $19.6M | Buy |
680,440
+12,870
| +2% | +$370K | 2.08% | 13 |
|
|
2019
Q1 | $20.1M | Sell |
667,570
-25,960
| -4% | -$781K | 2.19% | 6 |
|
|
2018
Q4 | $17.6M | Sell |
693,530
-12,450
| -2% | -$317K | 2.3% | 9 |
|
|
2018
Q3 | $17.4M | Buy |
+705,980
| New | +$17.4M | 2.06% | 23 |
|
|
2017
Q1 | – | Sell |
-340
| Closed | -$6K | – | 207 |
|
|
2016
Q4 | $6K | Buy |
+340
| New | +$6K | ﹤0.01% | 188 |
|