Wellington Wealth Strategies’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $736K | Buy |
3,123
+685
| +28% | +$162K | 0.67% | 36 |
|
|
2024
Q3 | $414K | Sell |
2,438
-1,312
| -35% | -$223K | 0.31% | 51 |
|
|
2024
Q2 | $602K | Buy |
+3,750
| New | +$602K | 2.52% | 5 |
|
|
2024
Q1 | – | Sell |
-2,630
| Closed | -$294K | – | 157 |
|
|
2023
Q4 | $294K | Buy |
+2,630
| New | +$294K | 0.25% | 67 |
|
|
2020
Q4 | $294K | Buy |
+2,630
| New | +$294K | 0.25% | 67 |
|