WMG Financial 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 | $2.26M | Buy |
8,209
+88
| +1% | +$24.3K | 0.84% | 19 |
|
|
2025
Q1 | $1.36M | Sell |
8,121
-299
| -4% | -$50.1K | 0.58% | 32 |
|
|
2024
Q4 | $1.95M | Buy |
8,420
+359
| +4% | +$83.2K | 0.84% | 22 |
|
|
2024
Q3 | $1.39M | Buy |
8,061
+551
| +7% | +$95K | 0.63% | 30 |
|
|
2024
Q2 | $1.21M | Buy |
7,510
+1,510
| +25% | +$243K | 0.64% | 31 |
|
|
2024
Q1 | $795K | Buy |
6,000
+340
| +6% | +$45.1K | 0.46% | 44 |
|
|
2023
Q4 | $632K | Buy |
5,660
+700
| +14% | +$78.2K | 0.41% | 49 |
|
|
2023
Q3 | $412K | Sell |
4,960
-170
| -3% | -$14.1K | 0.35% | 59 |
|
|
2023
Q2 | $445K | Hold |
5,130
| – | – | 0.33% | 64 |
|
|
2023
Q1 | $329K | Buy |
5,130
+450
| +10% | +$28.9K | 0.27% | 66 |
|
|
2022
Q4 | $262K | Sell |
4,680
-10
| -0.2% | -$559 | 0.22% | 94 |
|
|
2022
Q3 | $209K | Buy |
4,690
+30
| +0.6% | +$1.34K | 0.19% | 123 |
|
|
2022
Q2 | $224K | Buy |
4,660
+440
| +10% | +$21.2K | 0.19% | 121 |
|
|
2022
Q1 | $264K | Sell |
4,220
-790
| -16% | -$49.4K | 0.19% | 129 |
|
|
2021
Q4 | $335K | Buy |
+5,010
| New | +$335K | 0.26% | 104 |
|