AWM
Accurate Wealth Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.28M | Buy |
22,800
+2,094
| +10% | +$577K | 0.96% | 17 |
|
|
2025
Q1 | $3.76M | Buy |
20,706
+1,963
| +10% | +$357K | 0.72% | 23 |
|
|
2024
Q4 | $4.21M | Buy |
18,743
+1,194
| +7% | +$268K | 0.81% | 23 |
|
|
2024
Q3 | $3.09M | Buy |
17,549
+16
| +0.1% | +$2.82K | 0.62% | 42 |
|
|
2024
Q2 | $3.01M | Buy |
17,533
+15,940
| +1,001% | +$2.73M | 0.72% | 39 |
|
|
2024
Q1 | $1.92M | Sell |
1,593
-34
| -2% | -$41K | 0.56% | 55 |
|
|
2023
Q4 | $1.79M | Sell |
1,627
-142
| -8% | -$156K | 0.56% | 54 |
|
|
2023
Q3 | $1.57M | Buy |
1,769
+207
| +13% | +$183K | 0.49% | 59 |
|
|
2023
Q2 | $1.39M | Buy |
1,562
+129
| +9% | +$115K | 0.43% | 59 |
|
|
2023
Q1 | $899K | Buy |
1,433
+595
| +71% | +$373K | 0.31% | 75 |
|
|
2022
Q4 | $482K | Buy |
838
+174
| +26% | +$100K | 0.18% | 104 |
|
|
2022
Q3 | $288K | Sell |
664
-66
| -9% | -$28.6K | 0.12% | 138 |
|
|
2022
Q2 | $358K | Sell |
730
-45
| -6% | -$22.1K | 0.19% | 100 |
|
|
2022
Q1 | $488K | Buy |
775
+29
| +4% | +$18.3K | 0.22% | 91 |
|
|
2021
Q4 | $454K | Buy |
746
+28
| +4% | +$17K | 0.37% | 74 |
|
|
2021
Q3 | $342K | Buy |
718
+54
| +8% | +$25.7K | 0.3% | 94 |
|
|
2021
Q2 | $317K | Buy |
+664
| New | +$317K | 0.28% | 90 |
|