WESPAC 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 | $371K | Buy |
+1,346
| New | +$371K | 0.26% | 123 |
|
|
2025
Q1 | – | Sell |
-5,361
| Closed | -$1.24M | – | 159 |
|
|
2024
Q4 | $1.24M | Sell |
5,361
-911
| -15% | -$211K | 0.91% | 24 |
|
|
2024
Q3 | $1.08M | Buy |
6,272
+282
| +5% | +$48.6K | 0.8% | 37 |
|
|
2024
Q2 | $962K | Sell |
5,990
-2,440
| -29% | -$392K | 0.75% | 43 |
|
|
2024
Q1 | $1.12M | Sell |
8,430
-480
| -5% | -$63.6K | 0.65% | 51 |
|
|
2023
Q4 | $995K | Buy |
8,910
+5,850
| +191% | +$653K | 0.69% | 49 |
|
|
2023
Q3 | $254K | Sell |
3,060
-340
| -10% | -$28.2K | 0.19% | 120 |
|
|
2023
Q2 | $295K | Buy |
+3,400
| New | +$295K | 0.24% | 99 |
|
|
2016
Q4 | – | Sell |
-31,520
| Closed | -$544K | – | 110 |
|
|
2016
Q3 | $544K | Sell |
31,520
-10,130
| -24% | -$175K | 0.61% | 58 |
|
|
2016
Q2 | $647K | Buy |
41,650
+4,750
| +13% | +$73.8K | 0.67% | 58 |
|
|
2016
Q1 | $570K | Buy |
+36,900
| New | +$570K | 0.71% | 59 |
|