Wealthcare Advisory 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 | $13.3M | Buy |
48,134
+2,736
| +6% | +$754K | 0.3% | 68 |
|
|
2025
Q1 | $7.6M | Buy |
45,398
+1,938
| +4% | +$324K | 0.2% | 95 |
|
|
2024
Q4 | $10.1M | Buy |
43,460
+170
| +0.4% | +$39.4K | 0.28% | 74 |
|
|
2024
Q3 | $7.47M | Sell |
43,290
-10
| -0% | -$1.73K | 0.21% | 93 |
|
|
2024
Q2 | $6.95M | Buy |
43,300
+5,620
| +15% | +$902K | 0.22% | 82 |
|
|
2024
Q1 | $4.99M | Buy |
37,680
+11,970
| +47% | +$1.59M | 0.16% | 108 |
|
|
2023
Q4 | $2.87M | Buy |
25,710
+2,440
| +10% | +$272K | 0.11% | 148 |
|
|
2023
Q3 | $1.93M | Buy |
23,270
+3,720
| +19% | +$309K | 0.09% | 178 |
|
|
2023
Q2 | $1.7M | Sell |
19,550
-480
| -2% | -$41.6K | 0.08% | 204 |
|
|
2023
Q1 | $1.28M | Sell |
20,030
-1,290
| -6% | -$82.7K | 0.06% | 249 |
|
|
2022
Q4 | $1.19M | Buy |
21,320
+4,530
| +27% | +$253K | 0.06% | 247 |
|
|
2022
Q3 | $745K | Buy |
16,790
+2,830
| +20% | +$126K | 0.04% | 279 |
|
|
2022
Q2 | $678K | Sell |
13,960
-150
| -1% | -$7.29K | 0.04% | 264 |
|
|
2022
Q1 | $888K | Buy |
14,110
+1,090
| +8% | +$68.6K | 0.05% | 213 |
|
|
2021
Q4 | $866K | Sell |
13,020
-9,610
| -42% | -$639K | 0.05% | 218 |
|
|
2021
Q3 | $1.1M | Buy |
22,630
+3,050
| +16% | +$148K | 0.07% | 180 |
|
|
2021
Q2 | $933K | Buy |
19,580
+630
| +3% | +$30K | 0.06% | 211 |
|
|
2021
Q1 | $879K | Buy |
18,950
+7,570
| +67% | +$351K | 0.06% | 199 |
|
|
2020
Q4 | $498K | Buy |
11,380
+480
| +4% | +$21K | 0.04% | 237 |
|
|
2020
Q3 | $397K | Buy |
10,900
+2,830
| +35% | +$103K | 0.04% | 235 |
|
|
2020
Q2 | $255K | Buy |
8,070
+1,250
| +18% | +$39.5K | 0.03% | 264 |
|
|
2020
Q1 | $162K | Buy |
6,820
+5,720
| +520% | +$136K | 0.02% | 298 |
|
|
2019
Q4 | $35K | Hold |
1,100
| – | – | ﹤0.01% | 625 |
|
|
2019
Q3 | $30K | Buy |
1,100
+20
| +2% | +$545 | ﹤0.01% | 651 |
|
|
2019
Q2 | $31K | Buy |
1,080
+80
| +8% | +$2.3K | ﹤0.01% | 613 |
|
|
2019
Q1 | $30K | Sell |
1,000
-500
| -33% | -$15K | 0.01% | 566 |
|
|
2018
Q4 | $38K | Hold |
1,500
| – | – | 0.01% | 485 |
|
|
2018
Q3 | $37K | Buy |
+1,500
| New | +$37K | 0.01% | 536 |
|
|
2018
Q1 | – | Sell |
-20
| Closed | -$1K | – | 1080 |
|
|
2017
Q4 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 966 |
|