Wealth Architects’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.08M | Sell |
22,068
-1,849
| -8% | -$510K | 0.62% | 31 |
|
|
2025
Q1 | $4M | Buy |
23,917
+400
| +2% | +$67K | 0.44% | 37 |
|
|
2024
Q4 | $5.45M | Sell |
23,517
-1,888
| -7% | -$438K | 0.62% | 31 |
|
|
2024
Q3 | $4.38M | Sell |
25,405
-445
| -2% | -$76.8K | 0.5% | 34 |
|
|
2024
Q2 | $4.15M | Sell |
25,850
-770
| -3% | -$124K | 0.51% | 32 |
|
|
2024
Q1 | $3.53M | Buy |
26,620
+1,140
| +4% | +$151K | 0.47% | 33 |
|
|
2023
Q4 | $2.84M | Buy |
25,480
+220
| +0.9% | +$24.6K | 0.4% | 40 |
|
|
2023
Q3 | $2.1M | Buy |
25,260
+620
| +3% | +$51.5K | 0.36% | 42 |
|
|
2023
Q2 | $2.14M | Buy |
24,640
+310
| +1% | +$26.9K | 0.35% | 43 |
|
|
2023
Q1 | $1.56M | Buy |
24,330
+300
| +1% | +$19.2K | 0.28% | 46 |
|
|
2022
Q4 | $1.34M | Buy |
24,030
+560
| +2% | +$31.3K | 0.25% | 51 |
|
|
2022
Q3 | $1.04M | Buy |
23,470
+70
| +0.3% | +$3.11K | 0.22% | 50 |
|
|
2022
Q2 | $1.14M | Buy |
23,400
+14,800
| +172% | +$719K | 0.22% | 51 |
|
|
2022
Q1 | $542K | Buy |
8,600
+3,190
| +59% | +$201K | 0.09% | 105 |
|
|
2021
Q4 | $360K | Buy |
5,410
+140
| +3% | +$9.32K | 0.06% | 139 |
|
|
2021
Q3 | $256K | Buy |
5,270
+920
| +21% | +$44.7K | 0.05% | 153 |
|
|
2021
Q2 | $207K | Buy |
+4,350
| New | +$207K | 0.04% | 174 |
|