WR Wealth Planners’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $229K | Sell |
986
-264
| -21% | -$61.2K | 0.07% | 143 |
|
|
2024
Q3 | $216K | Buy |
1,250
+40
| +3% | +$6.9K | 0.06% | 169 |
|
|
2024
Q2 | $194K | Buy |
1,210
+190
| +19% | +$30.4K | 0.06% | 174 |
|
|
2024
Q1 | $135K | Buy |
+1,020
| New | +$135K | 0.04% | 221 |
|
|
2023
Q4 | – | Sell |
-810
| Closed | -$67K | – | 230 |
|
|
2023
Q3 | $67K | Sell |
810
-120
| -13% | -$9.93K | 0.03% | 289 |
|
|
2023
Q2 | $80.4K | Buy |
930
+230
| +33% | +$19.9K | 0.03% | 268 |
|
|
2023
Q1 | $44.7K | Buy |
700
+380
| +119% | +$24.3K | 0.02% | 334 |
|
|
2022
Q4 | $17.7K | Hold |
320
| – | – | 0.01% | 223 |
|
|
2022
Q3 | $14.1K | Hold |
320
| – | – | 0.01% | 227 |
|
|
2022
Q2 | $15.4K | Hold |
320
| – | – | 0.01% | 249 |
|
|
2022
Q1 | $20K | Buy |
+320
| New | +$20K | 0.01% | 230 |
|