Wealth Group’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Sell |
4,830
-1,808
| -27% | -$498K | 1.32% | 19 |
|
|
2025
Q1 | $1.11M | Buy |
6,638
+157
| +2% | +$26.3K | 0.72% | 35 |
|
|
2024
Q4 | $1.5M | Sell |
6,481
-42
| -0.6% | -$9.74K | 0.97% | 22 |
|
|
2024
Q3 | $1.13M | Buy |
6,523
+183
| +3% | +$31.6K | 0.75% | 34 |
|
|
2024
Q2 | $1.02M | Buy |
6,340
+110
| +2% | +$17.7K | 0.73% | 36 |
|
|
2024
Q1 | $826K | Buy |
+6,230
| New | +$826K | 0.62% | 43 |
|