Wealth Alliance’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.38M | Buy |
26,759
+1,607
| +6% | +$443K | 0.82% | 22 |
|
|
2025
Q1 | $4.21M | Sell |
25,152
-2,606
| -9% | -$436K | 0.51% | 33 |
|
|
2024
Q4 | $6.44M | Sell |
27,758
-3,051
| -10% | -$707K | 0.77% | 20 |
|
|
2024
Q3 | $5.31M | Buy |
30,809
+309
| +1% | +$53.3K | 0.63% | 23 |
|
|
2024
Q2 | $4.9M | Sell |
30,500
-3,150
| -9% | -$506K | 0.63% | 24 |
|
|
2024
Q1 | $4.46M | Sell |
33,650
-1,260
| -4% | -$167K | 0.59% | 25 |
|
|
2023
Q4 | $3.9M | Sell |
34,910
-870
| -2% | -$97.1K | 0.55% | 29 |
|
|
2023
Q3 | $2.97M | Sell |
35,780
-5,530
| -13% | -$459K | 0.47% | 38 |
|
|
2023
Q2 | $3.58M | Sell |
41,310
-580
| -1% | -$50.3K | 0.54% | 28 |
|
|
2023
Q1 | $2.69M | Buy |
41,890
+730
| +2% | +$46.8K | 0.44% | 35 |
|
|
2022
Q4 | $2.3M | Buy |
41,160
+3,700
| +10% | +$207K | 0.41% | 43 |
|
|
2022
Q3 | $1.66M | Buy |
37,460
+570
| +2% | +$25.3K | 0.33% | 57 |
|
|
2022
Q2 | $1.79M | Buy |
36,890
+4,000
| +12% | +$194K | 0.34% | 60 |
|
|
2022
Q1 | $2.07M | Buy |
32,890
+480
| +1% | +$30.2K | 0.42% | 40 |
|
|
2021
Q4 | $2.16M | Sell |
32,410
-170
| -0.5% | -$11.3K | 0.43% | 44 |
|
|
2021
Q3 | $1.58M | Buy |
32,580
+3,980
| +14% | +$193K | 0.35% | 57 |
|
|
2021
Q2 | $1.36M | Buy |
28,600
+7,340
| +35% | +$350K | 0.32% | 68 |
|
|
2021
Q1 | $986K | Buy |
21,260
+1,140
| +6% | +$52.9K | 0.28% | 84 |
|
|
2020
Q4 | $881K | Buy |
20,120
+60
| +0.3% | +$2.63K | 0.26% | 94 |
|
|
2020
Q3 | $731K | Buy |
20,060
+240
| +1% | +$8.75K | 0.26% | 93 |
|
|
2020
Q2 | $626K | Buy |
19,820
+7,070
| +55% | +$223K | 0.25% | 103 |
|
|
2020
Q1 | $302K | Buy |
+12,750
| New | +$302K | 0.16% | 157 |
|