Western Pacific Wealth Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $572K | Sell |
2,076
-175
| -8% | -$48.2K | 0.55% | 21 |
|
|
2025
Q1 | $377K | Buy |
2,251
+1,146
| +104% | +$192K | 0.34% | 37 |
|
|
2024
Q4 | $256K | Buy |
1,105
+175
| +19% | +$40.6K | 0.21% | 52 |
|
|
2024
Q3 | $160K | Buy |
930
+350
| +60% | +$60.4K | 0.11% | 73 |
|
|
2024
Q2 | $93.3K | Sell |
580
-40
| -6% | -$6.43K | 0.07% | 105 |
|
|
2024
Q1 | $82.2K | Buy |
620
+40
| +7% | +$5.31K | 0.06% | 113 |
|
|
2023
Q4 | $64.8K | Hold |
580
| – | – | 0.05% | 123 |
|
|
2023
Q3 | $48.2K | Hold |
580
| – | – | 0.04% | 139 |
|
|
2023
Q2 | $50.3K | Hold |
580
| – | – | 0.04% | 141 |
|
|
2023
Q1 | $37.2K | Hold |
580
| – | – | 0.03% | 160 |
|
|
2022
Q4 | $32.4K | Hold |
580
| – | – | 0.03% | 156 |
|
|
2022
Q3 | $25K | Hold |
580
| – | – | 0.02% | 152 |
|
|
2022
Q2 | $28K | Hold |
580
| – | – | 0.03% | 110 |
|
|
2022
Q1 | $36K | Hold |
580
| – | – | 0.03% | 114 |
|
|
2021
Q4 | $38K | Buy |
+580
| New | +$38K | 0.02% | 127 |
|