Wetzel Investment 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 | $1.01M | Sell |
3,651
-169
| -4% | -$46.6K | 0.46% | 39 |
|
|
2025
Q1 | $640K | Sell |
3,820
-86
| -2% | -$14.4K | 0.32% | 53 |
|
|
2024
Q4 | $906K | Sell |
3,906
-151
| -4% | -$35K | 0.45% | 41 |
|
|
2024
Q3 | $700K | Buy |
4,057
+317
| +8% | +$54.7K | 0.35% | 51 |
|
|
2024
Q2 | $496K | Sell |
3,740
-430
| -10% | -$57K | 0.28% | 62 |
|
|
2024
Q1 | $525K | Buy |
4,170
+120
| +3% | +$15.1K | 0.31% | 57 |
|
|
2023
Q4 | $452K | Buy |
+4,050
| New | +$452K | 0.28% | 60 |
|