1WA
180 Wealth Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.1M | Sell |
61,974
-2,273
| -4% | -$627K | 2.38% | 5 |
|
|
2025
Q1 | $10.8M | Sell |
64,247
-1,009
| -2% | -$169K | 1.71% | 6 |
|
|
2024
Q4 | $15.1M | Sell |
65,256
-1,796
| -3% | -$416K | 2.37% | 5 |
|
|
2024
Q3 | $11.6M | Buy |
67,052
+60,178
| +875% | +$10.4M | 1.82% | 6 |
|
|
2024
Q2 | $11.7M | Sell |
6,874
-479
| -7% | -$817K | 1.91% | 5 |
|
|
2024
Q1 | $9.75M | Sell |
7,353
-132
| -2% | -$175K | 1.75% | 5 |
|
|
2023
Q4 | $8.12M | Buy |
7,485
+88
| +1% | +$95.5K | 1.63% | 5 |
|
|
2023
Q3 | $6.14M | Sell |
7,397
-27
| -0.4% | -$22.4K | 1.38% | 9 |
|
|
2023
Q2 | $6.51M | Sell |
7,424
-122
| -2% | -$107K | 1.43% | 8 |
|
|
2023
Q1 | $4.84M | Sell |
7,546
-258
| -3% | -$166K | 1.13% | 12 |
|
|
2022
Q4 | $4.67M | Buy |
7,804
+22
| +0.3% | +$13.2K | 1.1% | 14 |
|
|
2022
Q3 | $3.46M | Buy |
7,782
+233
| +3% | +$103K | 0.95% | 18 |
|
|
2022
Q2 | $3.61M | Sell |
7,549
-815
| -10% | -$389K | 0.92% | 20 |
|
|
2022
Q1 | $5M | Sell |
8,364
-173
| -2% | -$103K | 1.09% | 14 |
|
|
2021
Q4 | $4.55M | Buy |
8,537
+522
| +7% | +$278K | 1.02% | 14 |
|
|
2021
Q3 | $4.03M | Buy |
8,015
+147
| +2% | +$74K | 0.89% | 23 |
|
|
2021
Q2 | $3.8M | Buy |
7,868
+301
| +4% | +$145K | 0.87% | 24 |
|
|
2021
Q1 | $3.41M | Buy |
7,567
+462
| +7% | +$208K | 0.85% | 23 |
|
|
2020
Q4 | $3.26M | Buy |
7,105
+1,760
| +33% | +$808K | 0.94% | 20 |
|
|
2020
Q3 | $2.02M | Buy |
5,345
+17
| +0.3% | +$6.41K | 0.76% | 29 |
|
|
2020
Q2 | $1.67M | Buy |
5,328
+592
| +13% | +$185K | 0.66% | 34 |
|
|
2020
Q1 | $1.12M | Buy |
4,736
+600
| +15% | +$142K | 0.58% | 44 |
|
|
2019
Q4 | $1.25M | Buy |
4,136
+217
| +6% | +$65.8K | 0.5% | 53 |
|
|
2019
Q3 | $1.1M | Buy |
3,919
+19
| +0.5% | +$5.34K | 0.49% | 52 |
|
|
2019
Q2 | $1.11M | Buy |
3,900
+547
| +16% | +$156K | 0.5% | 51 |
|
|
2019
Q1 | $1.03M | Buy |
3,353
+847
| +34% | +$260K | 0.47% | 55 |
|
|
2018
Q4 | $618K | Hold |
2,506
| – | – | 0.29% | 104 |
|
|
2018
Q3 | $618K | Buy |
2,506
+56
| +2% | +$13.8K | 0.29% | 105 |
|
|
2018
Q2 | $594K | Buy |
+2,450
| New | +$594K | 0.29% | 99 |
|
|
2018
Q1 | – | Sell |
-2,455
| Closed | -$631K | – | 230 |
|
|
2017
Q4 | $631K | Buy |
+2,455
| New | +$631K | 0.32% | 90 |
|