Wealth Management Partners’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.02M | Buy |
11,027
+663
| +6% | +$182K | 1.07% | 20 |
|
|
2025
Q1 | $1.74M | Buy |
10,364
+617
| +6% | +$103K | 0.8% | 30 |
|
|
2024
Q4 | $2.26M | Buy |
9,747
+244
| +3% | +$56.6K | 0.98% | 26 |
|
|
2024
Q3 | $1.64M | Sell |
9,503
-637
| -6% | -$110K | 0.76% | 30 |
|
|
2024
Q2 | $1.63M | Buy |
10,140
+5,250
| +107% | +$843K | 0.79% | 27 |
|
|
2024
Q1 | $648K | Buy |
4,890
+2,420
| +98% | +$321K | 0.33% | 61 |
|
|
2023
Q4 | $276K | Buy |
+2,470
| New | +$276K | 0.15% | 95 |
|
|
2023
Q3 | – | Sell |
-2,350
| Closed | -$204K | – | 117 |
|
|
2023
Q2 | $204K | Buy |
+2,350
| New | +$204K | 0.13% | 111 |
|