Wellspring Financial 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 | $1.82M | Buy |
6,585
+2,192
| +50% | +$604K | 0.18% | 43 |
|
|
2025
Q1 | $736K | Buy |
4,393
+187
| +4% | +$31.3K | 0.08% | 63 |
|
|
2024
Q4 | $975K | Sell |
4,206
-5,693
| -58% | -$1.32M | 0.1% | 60 |
|
|
2024
Q3 | $1.71M | Buy |
9,899
+6,369
| +180% | +$1.1M | 0.2% | 42 |
|
|
2024
Q2 | $567K | Buy |
3,530
+260
| +8% | +$41.8K | 0.08% | 78 |
|
|
2024
Q1 | $434K | Buy |
3,270
+1,030
| +46% | +$137K | 0.07% | 78 |
|
|
2023
Q4 | $250K | Buy |
+2,240
| New | +$250K | 0.06% | 107 |
|