Wolf Group Capital Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.74M | Buy |
16,338
+13,958
| +586% | +$2.34M | 0.92% | 31 |
|
|
2024
Q4 | $2.06M | Hold |
2,380
| – | – | 1% | 34 |
|
|
2024
Q3 | $2.06M | Sell |
2,380
-20,210
| -89% | -$17.5M | 0.98% | 35 |
|
|
2024
Q2 | $3.63M | Sell |
22,590
-1,210
| -5% | -$194K | 1.43% | 17 |
|
|
2024
Q1 | $2.06M | Hold |
23,800
| – | – | 0.98% | 35 |
|
|
2023
Q4 | $2.06M | Sell |
23,800
-690
| -3% | -$59.9K | 0.98% | 35 |
|
|
2023
Q3 | $2.03M | Buy |
24,490
+690
| +3% | +$57.3K | 0.96% | 34 |
|
|
2023
Q2 | $1.88M | Buy |
+23,800
| New | +$1.88M | 0.94% | 34 |
|
|
2022
Q1 | – | Sell |
-3,300
| Closed | -$220K | – | 110 |
|
|
2021
Q4 | $220K | Buy |
+3,300
| New | +$220K | 0.04% | 140 |
|