AWM
Affinity Wealth Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Sell |
4,012
-17
| -0.4% | -$4.69K | 0.18% | 42 |
|
|
2025
Q1 | $675K | Sell |
4,029
-28
| -0.7% | -$4.69K | 0.13% | 50 |
|
|
2024
Q4 | $941K | Sell |
4,057
-115
| -3% | -$26.7K | 0.17% | 48 |
|
|
2024
Q3 | $720K | Buy |
4,172
+3,736
| +857% | +$644K | 0.13% | 52 |
|
|
2024
Q2 | $700K | Sell |
436
-4
| -0.9% | -$6.42K | 0.13% | 50 |
|
|
2024
Q1 | $583K | Sell |
440
-45
| -9% | -$59.6K | 0.11% | 56 |
|
|
2023
Q4 | $541K | Buy |
485
+15
| +3% | +$16.7K | 0.11% | 56 |
|
|
2023
Q3 | $390K | Hold |
470
| – | – | 0.09% | 66 |
|
|
2023
Q2 | $408K | Buy |
470
+19
| +4% | +$16.5K | 0.09% | 67 |
|
|
2023
Q1 | $289K | Buy |
+451
| New | +$289K | 0.07% | 85 |
|