Wambolt & Associates’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.02M | Sell |
11,398
-814
| -7% | -$216K | 1.02% | 30 |
|
|
2025
Q1 | $2.06M | Buy |
12,212
+1,546
| +14% | +$261K | 0.7% | 50 |
|
|
2024
Q4 | $2.47M | Buy |
10,666
+5,942
| +126% | +$1.38M | 0.79% | 41 |
|
|
2024
Q3 | $791K | Buy |
4,724
+1,094
| +30% | +$183K | 0.22% | 97 |
|
|
2024
Q2 | $596K | Buy |
3,630
+100
| +3% | +$16.4K | 0.17% | 114 |
|
|
2024
Q1 | $477K | Sell |
3,530
-60
| -2% | -$8.1K | 0.14% | 142 |
|
|
2023
Q4 | $401K | Buy |
3,590
+580
| +19% | +$64.7K | 0.13% | 181 |
|
|
2023
Q3 | $251K | Buy |
3,010
+360
| +14% | +$30.1K | 0.09% | 210 |
|
|
2023
Q2 | $230K | Buy |
+2,650
| New | +$230K | 0.08% | 225 |
|