Waypoint Wealth Counsel’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.61M | Buy |
5,837
+1,241
| +27% | +$342K | 0.8% | 27 |
|
|
2025
Q1 | $769K | Buy |
4,596
+680
| +17% | +$114K | 0.48% | 40 |
|
|
2024
Q4 | $908K | Buy |
3,916
+165
| +4% | +$38.3K | 0.59% | 34 |
|
|
2024
Q3 | $647K | Buy |
3,751
+1,081
| +40% | +$186K | 0.44% | 45 |
|
|
2024
Q2 | $429K | Buy |
2,670
+90
| +3% | +$14.5K | 0.33% | 49 |
|
|
2024
Q1 | $342K | Buy |
2,580
+580
| +29% | +$76.9K | 0.26% | 63 |
|
|
2023
Q4 | $223K | Buy |
+2,000
| New | +$223K | 0.19% | 85 |
|