WJ 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 | $1.14M | Buy |
4,122
+264
| +7% | +$72.8K | 0.36% | 46 |
|
|
2025
Q1 | $646K | Buy |
3,858
+98
| +3% | +$16.4K | 0.23% | 55 |
|
|
2024
Q4 | $872K | Buy |
3,760
+234
| +7% | +$54.3K | 0.3% | 47 |
|
|
2024
Q3 | $608K | Buy |
3,526
+1,646
| +88% | +$284K | 0.21% | 52 |
|
|
2024
Q2 | $302K | Hold |
1,880
| – | – | 0.11% | 69 |
|
|
2024
Q1 | $249K | Buy |
+1,880
| New | +$249K | 0.1% | 69 |
|