AWA
Acorn Wealth Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $634K | Sell |
2,299
-213
| -8% | -$58.7K | 0.24% | 89 |
|
|
2025
Q1 | $421K | Buy |
2,512
+212
| +9% | +$35.5K | 0.18% | 122 |
|
|
2024
Q4 | $533K | Buy |
2,300
+81
| +4% | +$18.8K | 0.22% | 95 |
|
|
2024
Q3 | $383K | Buy |
2,219
+2,054
| +1,245% | +$354K | 0.16% | 128 |
|
|
2024
Q2 | $265K | Buy |
+165
| New | +$265K | 0.13% | 160 |
|
|
2018
Q2 | – | Sell |
-8
| Closed | -$2K | – | 542 |
|
|
2018
Q1 | $2K | Hold |
8
| – | – | ﹤0.01% | 710 |
|
|
2017
Q4 | $2K | Buy |
+8
| New | +$2K | ﹤0.01% | 684 |
|