West Wealth Group’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.51M | Buy |
11,641
+132
| +1% | +$39.8K | 0.87% | 21 |
|
|
2025
Q1 | $1.94M | Buy |
11,509
+276
| +2% | +$46.5K | 0.57% | 26 |
|
|
2024
Q4 | $2.6M | Buy |
11,233
+1,554
| +16% | +$360K | 0.78% | 22 |
|
|
2024
Q3 | $1.67M | Buy |
9,679
+419
| +5% | +$72.3K | 0.54% | 24 |
|
|
2024
Q2 | $1.49M | Buy |
9,260
+50
| +0.5% | +$8.03K | 0.53% | 26 |
|
|
2024
Q1 | $1.22M | Buy |
9,210
+30
| +0.3% | +$3.97K | 0.45% | 30 |
|
|
2023
Q4 | $1.02M | Sell |
9,180
-10
| -0.1% | -$1.12K | 0.4% | 27 |
|
|
2023
Q3 | $763K | Sell |
9,190
-140
| -2% | -$11.6K | 0.33% | 31 |
|
|
2023
Q2 | $809K | Buy |
9,330
+30
| +0.3% | +$2.6K | 0.34% | 26 |
|
|
2023
Q1 | $597K | Buy |
9,300
+50
| +0.5% | +$3.21K | 0.28% | 26 |
|
|
2022
Q4 | $517K | Sell |
9,250
-60
| -0.6% | -$3.36K | 0.26% | 31 |
|
|
2022
Q3 | $413K | Sell |
9,310
-170
| -2% | -$7.54K | 0.21% | 37 |
|
|
2022
Q2 | $460K | Buy |
9,480
+5,910
| +166% | +$287K | 0.21% | 34 |
|
|
2022
Q1 | $225K | Sell |
3,570
-10
| -0.3% | -$630 | 0.09% | 56 |
|
|
2021
Q4 | $238K | Buy |
+3,580
| New | +$238K | 0.09% | 54 |
|