AWM
Accel Wealth Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.79M | Sell |
6,493
-1,304
| -17% | -$359K | 0.6% | 46 |
|
|
2025
Q1 | $1.31M | Sell |
7,797
-2,437
| -24% | -$408K | 0.47% | 60 |
|
|
2024
Q4 | $2.37M | Sell |
10,234
-33
| -0.3% | -$7.65K | 0.9% | 26 |
|
|
2024
Q3 | $1.77M | Buy |
10,267
+9,205
| +867% | -$60.9K | 0.66% | 43 |
|
|
2024
Q2 | $1.71M | Buy |
1,062
+145
| +16% | +$233K | 0.68% | 41 |
|
|
2024
Q1 | $1.22M | Buy |
917
+29
| +3% | +$38.4K | 0.52% | 50 |
|
|
2023
Q4 | $991K | Buy |
888
+197
| +29% | +$220K | 0.5% | 54 |
|
|
2023
Q3 | $574K | Buy |
691
+159
| +30% | +$132K | 0.32% | 80 |
|
|
2023
Q2 | $461K | Buy |
532
+128
| +32% | +$111K | 0.25% | 97 |
|
|
2023
Q1 | $259K | Sell |
404
-38
| -9% | -$24.4K | 0.11% | 178 |
|
|
2022
Q4 | $247K | Buy |
442
+78
| +21% | +$43.6K | 0.12% | 140 |
|
|
2022
Q3 | $175K | Hold |
364
| – | – | 0.09% | 169 |
|
|
2022
Q2 | $180K | Hold |
364
| – | – | 0.1% | 152 |
|
|
2022
Q1 | $228K | Hold |
364
| – | – | 0.12% | 141 |
|
|
2021
Q4 | $242K | Sell |
364
-17
| -4% | -$11.3K | 0.12% | 136 |
|
|
2021
Q3 | $185K | Hold |
381
| – | – | 0.12% | 143 |
|
|
2021
Q2 | $182K | Hold |
381
| – | – | 0.12% | 165 |
|
|
2021
Q1 | $177K | Sell |
381
-16
| -4% | -$7.43K | 0.14% | 150 |
|
|
2020
Q4 | $174K | Buy |
+397
| New | +$174K | 0.16% | 134 |
|