Westshore Wealth’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $829K | Buy |
3,008
+5
| +0.2% | +$1.38K | 0.32% | 33 |
|
|
2025
Q1 | $503K | Sell |
3,003
-139
| -4% | -$23.3K | 0.21% | 37 |
|
|
2024
Q4 | $728K | Buy |
3,142
+215
| +7% | +$49.8K | 0.3% | 28 |
|
|
2024
Q3 | $505K | Sell |
2,927
-53
| -2% | -$9.14K | 0.21% | 39 |
|
|
2024
Q2 | $479K | Sell |
2,980
-40
| -1% | -$6.43K | 0.2% | 34 |
|
|
2024
Q1 | $400K | Sell |
3,020
-40
| -1% | -$5.3K | 0.17% | 48 |
|
|
2023
Q4 | $342K | Sell |
3,060
-10
| -0.3% | -$1.12K | 0.16% | 51 |
|
|
2023
Q3 | $255K | Buy |
3,070
+160
| +5% | +$13.3K | 0.14% | 67 |
|
|
2023
Q2 | $252K | Sell |
2,910
-220
| -7% | -$19.1K | 0.13% | 85 |
|
|
2023
Q1 | $201K | Buy |
+3,130
| New | +$201K | 0.11% | 107 |
|
|
2021
Q3 | – | Sell |
-4,770
| Closed | -$227K | – | 84 |
|
|
2021
Q2 | $227K | Buy |
4,770
+40
| +0.8% | +$1.9K | 0.12% | 127 |
|
|
2021
Q1 | $219K | Buy |
+4,730
| New | +$219K | 0.13% | 126 |
|