Wealthstream Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Buy |
4,929
+862
| +21% | +$238K | 0.23% | 36 |
|
|
2025
Q1 | $681K | Sell |
4,067
-594
| -13% | -$99.5K | 0.13% | 60 |
|
|
2024
Q4 | $1.08M | Buy |
4,661
+70
| +2% | +$16.2K | 0.2% | 43 |
|
|
2024
Q3 | $792K | Sell |
4,591
-419
| -8% | -$72.3K | 0.14% | 54 |
|
|
2024
Q2 | $805K | Sell |
5,010
-1,280
| -20% | -$206K | 0.29% | 49 |
|
|
2024
Q1 | $834K | Sell |
6,290
-1,900
| -23% | -$252K | 0.32% | 50 |
|
|
2023
Q4 | $915K | Buy |
8,190
+4,570
| +126% | +$510K | 0.38% | 39 |
|
|
2023
Q3 | $301K | Buy |
3,620
+80
| +2% | +$6.64K | 0.16% | 74 |
|
|
2023
Q2 | $307K | Buy |
+3,540
| New | +$307K | 0.16% | 68 |
|