Williamson Legacy 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 | $2.22M | Buy |
8,042
+224
| +3% | +$61.7K | 1.87% | 8 |
|
|
2025
Q1 | $1.31M | Sell |
7,818
-1,143
| -13% | -$191K | 1.24% | 28 |
|
|
2024
Q4 | $2.08M | Sell |
8,961
-7,794
| -47% | -$1.81M | 1.38% | 9 |
|
|
2024
Q3 | $2.89M | Buy |
16,755
+1,125
| +7% | +$194K | 1.93% | 3 |
|
|
2024
Q2 | $2.51M | Buy |
15,630
+2,740
| +21% | +$440K | 1.87% | 6 |
|
|
2024
Q1 | $1.71M | Sell |
12,890
-70
| -0.5% | -$9.28K | 1.32% | 21 |
|
|
2023
Q4 | $1.45M | Buy |
+12,960
| New | +$1.45M | 1.34% | 23 |
|