AWA
Aaron Wealth Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.06M | Buy |
25,612
+2,371
| +10% | +$654K | 0.72% | 23 |
|
|
2025
Q1 | $3.89M | Buy |
23,241
+1,887
| +9% | +$316K | 0.45% | 33 |
|
|
2024
Q4 | $4.95M | Buy |
21,354
+2,066
| +11% | +$479K | 0.57% | 30 |
|
|
2024
Q3 | $3.33M | Buy |
19,288
+17,841
| +1,233% | +$3.08M | 0.4% | 36 |
|
|
2024
Q2 | $2.32M | Buy |
1,447
+48
| +3% | +$77.1K | 0.32% | 45 |
|
|
2024
Q1 | $1.85M | Buy |
1,399
+546
| +64% | +$724K | 0.27% | 56 |
|
|
2023
Q4 | $952K | Sell |
853
-14
| -2% | -$15.6K | 0.16% | 79 |
|
|
2023
Q3 | $720K | Buy |
867
+19
| +2% | +$15.8K | 0.09% | 115 |
|
|
2023
Q2 | $736K | Buy |
848
+83
| +11% | +$72K | 0.1% | 119 |
|
|
2023
Q1 | $491K | Buy |
765
+175
| +30% | +$112K | 0.07% | 154 |
|
|
2022
Q4 | $330K | Sell |
590
-130
| -18% | -$72.7K | 0.05% | 184 |
|
|
2022
Q3 | $320K | Buy |
720
+28
| +4% | +$12.4K | 0.06% | 162 |
|
|
2022
Q2 | $336K | Sell |
692
-319,185
| -100% | -$155M | 0.08% | 138 |
|
|
2022
Q1 | $508K | Buy |
319,877
+319,368
| +62,744% | +$507K | 0.01% | 505 |
|
|
2021
Q4 | $338K | Buy |
+509
| New | +$338K | 0.09% | 130 |
|