White Knight Strategic Wealth 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 | $1.12M | Sell |
4,075
-10
| -0.2% | -$2.76K | 0.96% | 25 |
|
2025
Q1 | $684K | Sell |
4,085
-3,555
| -47% | -$595K | 0.63% | 35 |
|
2024
Q4 | $1.77M | Buy |
7,640
+3,820
| +100% | +$886K | 0.74% | 28 |
|
2024
Q3 | $659K | Hold |
3,820
| – | – | 0.6% | 37 |
|
2024
Q2 | $613K | Sell |
3,820
-40
| -1% | -$6.42K | 0.61% | 38 |
|
2024
Q1 | $512K | Sell |
3,860
-50
| -1% | -$6.63K | 0.53% | 40 |
|
2023
Q4 | $436K | Sell |
3,910
-100
| -2% | -$11.2K | 0.5% | 40 |
|
2023
Q3 | $333K | Sell |
4,010
-300
| -7% | -$24.9K | 0.44% | 43 |
|
2023
Q2 | $374K | Sell |
4,310
-2,390
| -36% | -$207K | 0.44% | 42 |
|
2023
Q1 | $430K | Buy |
6,700
+210
| +3% | +$13.5K | 0.54% | 38 |
|
2022
Q4 | $363K | Buy |
6,490
+70
| +1% | +$3.92K | 0.5% | 48 |
|
2022
Q3 | $285K | Buy |
6,420
+450
| +8% | +$20K | 0.41% | 50 |
|
2022
Q2 | $290K | Buy |
5,970
+50
| +0.8% | +$2.43K | 0.4% | 50 |
|
2022
Q1 | $373K | Sell |
5,920
-100
| -2% | -$6.3K | 0.4% | 50 |
|
2021
Q4 | $401K | Buy |
+6,020
| New | +$401K | 0.42% | 52 |
|