AWM
Abound Wealth Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.48M | Buy |
12,633
+28
| +0.2% | +$7.72K | 0.98% | 19 |
|
|
2025
Q1 | $2.11M | Buy |
12,605
+205
| +2% | +$34.3K | 0.7% | 22 |
|
|
2024
Q4 | $2.87M | Buy |
12,400
+38
| +0.3% | +$8.81K | 0.92% | 18 |
|
|
2024
Q3 | $2.13M | Buy |
12,362
+11,126
| +900% | +$1.92M | 0.71% | 19 |
|
|
2024
Q2 | $1.98M | Hold |
1,236
| – | – | 0.73% | 19 |
|
|
2024
Q1 | $1.64M | Buy |
1,236
+3
| +0.2% | +$3.98K | 0.62% | 20 |
|
|
2023
Q4 | $1.38M | Buy |
1,233
+20
| +2% | +$22.3K | 0.55% | 24 |
|
|
2023
Q3 | $1.01M | Buy |
1,213
+1
| +0.1% | +$831 | 0.43% | 26 |
|
|
2023
Q2 | $1.05M | Sell |
1,212
-855
| -41% | -$742K | 0.44% | 26 |
|
|
2023
Q1 | $1.33M | Buy |
2,067
+2,027
| +5,068% | +$1.3M | 0.59% | 23 |
|
|
2022
Q4 | $22.4K | Buy |
40
+5
| +14% | +$2.8K | 0.01% | 181 |
|
|
2022
Q3 | $15.6K | Buy |
+35
| New | +$15.6K | 0.01% | 223 |
|