Watershed Private Wealth’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $799K | Hold |
2,900
| – | – | 0.29% | 55 |
|
|
2025
Q1 | $486K | Sell |
2,900
-9
| -0.3% | -$1.51K | 0.19% | 67 |
|
|
2024
Q4 | $674K | Sell |
2,909
-175
| -6% | -$40.6K | 0.26% | 61 |
|
|
2024
Q3 | $532K | Buy |
3,084
+184
| +6% | +$31.7K | 0.21% | 63 |
|
|
2024
Q2 | $466K | Hold |
2,900
| – | – | 0.2% | 76 |
|
|
2024
Q1 | $384K | Hold |
2,900
| – | – | 0.17% | 85 |
|
|
2023
Q4 | $324K | Buy |
+2,900
| New | +$324K | 0.18% | 81 |
|