Wagner 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 | $2.31M | Buy |
8,398
+241
| +3% | +$66.4K | 0.53% | 32 |
|
|
2025
Q1 | $1.37M | Buy |
8,157
+80
| +1% | +$13.4K | 0.34% | 37 |
|
|
2024
Q4 | $1.87M | Buy |
8,077
+158
| +2% | +$36.6K | 0.48% | 32 |
|
|
2024
Q3 | $1.37M | Sell |
7,919
-2,541
| -24% | -$438K | 0.37% | 37 |
|
|
2024
Q2 | $1.68M | Buy |
10,460
+1,200
| +13% | +$193K | 0.5% | 35 |
|
|
2024
Q1 | $1.23M | Buy |
9,260
+770
| +9% | +$102K | 0.37% | 44 |
|
|
2023
Q4 | $948K | Buy |
8,490
+620
| +8% | +$69.2K | 0.32% | 55 |
|
|
2023
Q3 | $653K | Buy |
7,870
+1,040
| +15% | +$86.3K | 0.24% | 63 |
|
|
2023
Q2 | $593K | Buy |
6,830
+50
| +0.7% | +$4.34K | 0.23% | 66 |
|
|
2023
Q1 | $435K | Buy |
6,780
+240
| +4% | +$15.4K | 0.2% | 75 |
|
|
2022
Q4 | $366K | Buy |
6,540
+3,270
| +100% | +$183K | 0.23% | 78 |
|
|
2022
Q3 | $145K | Buy |
3,270
+940
| +40% | +$41.7K | 0.11% | 119 |
|
|
2022
Q2 | $113K | Buy |
+2,330
| New | +$113K | 0.09% | 137 |
|
|
2022
Q1 | – | Sell |
-1,500
| Closed | -$100K | – | 238 |
|
|
2021
Q4 | $100K | Hold |
1,500
| – | – | 0.08% | 181 |
|
|
2021
Q3 | $80K | Sell |
1,500
-250
| -14% | -$13.3K | 0.06% | 188 |
|
|
2021
Q2 | $84K | Buy |
1,750
+950
| +119% | +$45.6K | 0.06% | 205 |
|
|
2021
Q1 | $37K | Buy |
+800
| New | +$37K | 0.03% | 264 |
|