Wealth Effects’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.98M | Buy |
14,435
+243
| +2% | +$67K | 1.49% | 11 |
|
|
2025
Q1 | $2.38M | Sell |
14,192
-307
| -2% | -$51.4K | 1% | 17 |
|
|
2024
Q4 | $3.36M | Buy |
14,499
+1,437
| +11% | +$333K | 1.19% | 12 |
|
|
2024
Q3 | $2.25M | Buy |
13,062
+5,192
| +66% | +$896K | 0.79% | 24 |
|
|
2024
Q2 | $1.26M | Buy |
7,870
+50
| +0.6% | +$8.03K | 0.46% | 46 |
|
|
2024
Q1 | $1.04M | Buy |
7,820
+1,150
| +17% | +$153K | 0.38% | 53 |
|
|
2023
Q4 | $745K | Buy |
6,670
+1,020
| +18% | +$114K | 0.28% | 83 |
|
|
2023
Q3 | $470K | Buy |
5,650
+650
| +13% | +$54K | 0.23% | 98 |
|
|
2023
Q2 | $434K | Buy |
+5,000
| New | +$434K | 0.19% | 111 |
|
|
2023
Q1 | – | Sell |
-6,040
| Closed | -$338K | – | 199 |
|
|
2022
Q4 | $338K | Sell |
6,040
-630
| -9% | -$35.3K | 0.19% | 121 |
|
|
2022
Q3 | $296K | Sell |
6,670
-2,050
| -24% | -$91K | 0.18% | 117 |
|
|
2022
Q2 | $424K | Buy |
8,720
+3,180
| +57% | +$155K | 0.26% | 95 |
|
|
2022
Q1 | $349K | Buy |
5,540
+110
| +2% | +$6.93K | 0.16% | 126 |
|
|
2021
Q4 | $362K | Buy |
+5,430
| New | +$362K | 0.15% | 128 |
|