Wealth High Governance Capital’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $23.9M | Buy |
86,800
+49,600
| +133% | +$13.7M | 7.42% | 2 |
|
2025
Q1 | $6.23M | Buy |
37,200
+1
| +0% | +$167 | 4.07% | 7 |
|
2024
Q4 | $8.62M | Sell |
37,199
-12,801
| -26% | -$2.97M | 3.09% | 12 |
|
2024
Q3 | $8.63M | Sell |
50,000
-130,000
| -72% | -$22.4M | 3.03% | 16 |
|
2024
Q2 | $28.9M | Buy |
180,000
+20,000
| +13% | +$3.21M | 7.17% | 1 |
|
2024
Q1 | $21.2M | Buy |
+160,000
| New | +$21.2M | 4.74% | 2 |
|
2023
Q4 | – | Sell |
-80,000
| Closed | -$6.64M | – | 21 |
|
2023
Q3 | $6.64M | Buy |
+80,000
| New | +$6.64M | 2.31% | 14 |
|
2023
Q2 | – | Sell |
-180,000
| Closed | -$11.5M | – | 20 |
|
2023
Q1 | $11.5M | Buy |
+180,000
| New | +$11.5M | 5.15% | 8 |
|