Valued 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 | $186K | Buy |
675
+27
| +4% | +$7.45K | 0.1% | 41 |
|
|
2025
Q1 | $109K | Sell |
648
-54
| -8% | -$9.05K | 0.07% | 58 |
|
|
2024
Q4 | $163K | Sell |
702
-67
| -9% | -$15.5K | 0.1% | 44 |
|
|
2024
Q3 | $133K | Sell |
769
-81
| -10% | -$14K | 0.09% | 42 |
|
|
2024
Q2 | $136K | Buy |
850
+120
| +16% | +$19.3K | 0.09% | 40 |
|
|
2024
Q1 | $96.8K | Buy |
730
+250
| +52% | +$33.1K | 0.07% | 41 |
|
|
2023
Q4 | $39.9K | Buy |
+480
| New | +$39.9K | 0.04% | 58 |
|