WorthPointe’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-899
| Closed | -$208K | – | 92 |
|
|
2024
Q4 | $208K | Buy |
+899
| New | +$208K | 0.08% | 87 |
|
|
2024
Q3 | – | Sell |
-1,300
| Closed | -$208K | – | 81 |
|
|
2024
Q2 | $208K | Sell |
1,300
-360
| -22% | -$57.6K | 0.09% | 68 |
|
|
2024
Q1 | $220K | Buy |
+1,660
| New | +$220K | 0.11% | 61 |
|
|
2023
Q4 | – | Sell |
-2,450
| Closed | -$203K | – | 73 |
|
|
2023
Q3 | $203K | Buy |
+2,450
| New | +$203K | 0.12% | 67 |
|