WealthShield 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 | $5.37M | Buy |
19,481
+761
| +4% | +$210K | 0.65% | 39 |
|
|
2025
Q1 | $3.13M | Buy |
18,720
+2,304
| +14% | +$386K | 0.4% | 69 |
|
|
2024
Q4 | $3.81M | Sell |
16,416
-1,302
| -7% | -$302K | 0.54% | 51 |
|
|
2024
Q3 | $3.06M | Sell |
17,718
-5,402
| -23% | -$932K | 0.41% | 70 |
|
|
2024
Q2 | $3.71M | Buy |
23,120
+730
| +3% | +$117K | 0.57% | 44 |
|
|
2024
Q1 | $2.98M | Sell |
22,390
-2,730
| -11% | -$363K | 0.48% | 55 |
|
|
2023
Q4 | $2.8M | Buy |
25,120
+1,810
| +8% | +$202K | 0.46% | 57 |
|
|
2023
Q3 | $1.94M | Buy |
23,310
+460
| +2% | +$38.2K | 0.29% | 95 |
|
|
2023
Q2 | $1.98M | Sell |
22,850
-9,700
| -30% | -$842K | 0.3% | 87 |
|
|
2023
Q1 | $2.09M | Buy |
32,550
+720
| +2% | +$46.2K | 0.34% | 77 |
|
|
2022
Q4 | $1.78M | Sell |
31,830
-20,430
| -39% | -$1.14M | 0.34% | 79 |
|
|
2022
Q3 | $2.32M | Buy |
52,260
+630
| +1% | +$28K | 0.46% | 61 |
|
|
2022
Q2 | $2.51M | Sell |
51,630
-17,790
| -26% | -$864K | 0.5% | 50 |
|
|
2022
Q1 | $4.37M | Buy |
69,420
+41,110
| +145% | +$2.59M | 0.7% | 34 |
|
|
2021
Q4 | $1.88M | Buy |
28,310
+2,410
| +9% | +$160K | 0.31% | 69 |
|
|
2021
Q3 | $1.26M | Buy |
25,900
+3,310
| +15% | +$161K | 0.34% | 66 |
|
|
2021
Q2 | $1.08M | Buy |
22,590
+3,730
| +20% | +$178K | 0.17% | 95 |
|
|
2021
Q1 | $874K | Buy |
18,860
+560
| +3% | +$26K | 0.16% | 107 |
|
|
2020
Q4 | $801K | Buy |
18,300
+2,640
| +17% | +$116K | 0.15% | 121 |
|
|
2020
Q3 | $571K | Buy |
15,660
+4,330
| +38% | +$158K | 0.2% | 114 |
|
|
2020
Q2 | $358K | Buy |
+11,330
| New | +$358K | 0.16% | 137 |
|