AWM
Activest Wealth Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $561K | Buy |
2,035
+103
| +5% | +$28.4K | 0.14% | 63 |
|
|
2025
Q1 | $323K | Buy |
1,932
+896
| +86% | +$150K | 0.09% | 77 |
|
|
2024
Q4 | $240K | Buy |
1,036
+190
| +22% | +$44.1K | 0.07% | 79 |
|
|
2024
Q3 | $146K | Buy |
846
+609
| +257% | +$105K | 0.05% | 96 |
|
|
2024
Q2 | $381K | Buy |
237
+235
| +11,750% | +$377K | 0.13% | 60 |
|
|
2024
Q1 | $3.06K | Hold |
2
| – | – | ﹤0.01% | 285 |
|
|
2023
Q4 | $2.57K | Hold |
2
| – | – | ﹤0.01% | 259 |
|
|
2023
Q3 | $1.91K | Sell |
2
-49
| -96% | -$46.7K | ﹤0.01% | 272 |
|
|
2023
Q2 | $43.5K | Buy |
51
+49
| +2,450% | +$41.8K | 0.03% | 79 |
|
|
2023
Q1 | $1.44K | Sell |
2
-7
| -78% | -$5.02K | ﹤0.01% | 268 |
|
|
2022
Q4 | $5.18K | Hold |
9
| – | – | ﹤0.01% | 354 |
|
|
2022
Q3 | $4K | Buy |
9
+7
| +350% | +$3.11K | ﹤0.01% | 358 |
|
|
2022
Q2 | $1K | Hold |
2
| – | – | ﹤0.01% | 351 |
|
|
2022
Q1 | $1K | Hold |
2
| – | – | ﹤0.01% | 310 |
|
|
2021
Q4 | $1K | Buy |
+2
| New | +$1K | ﹤0.01% | 308 |
|