AWM
AllSquare Wealth Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Sell |
4,792
-348
| -7% | -$95.9K | 0.74% | 24 |
|
|
2025
Q1 | $861K | Sell |
5,140
-460
| -8% | -$77K | 0.51% | 34 |
|
|
2024
Q4 | $1.3M | Hold |
5,600
| – | – | 0.75% | 25 |
|
|
2024
Q3 | $966K | Buy |
5,600
+5,010
| +849% | +$864K | 0.55% | 30 |
|
|
2024
Q2 | $947K | Hold |
590
| – | – | 0.57% | 30 |
|
|
2024
Q1 | $782K | Buy |
590
+47
| +9% | +$62.3K | 0.46% | 38 |
|
|
2023
Q4 | $606K | Hold |
543
| – | – | 0.37% | 40 |
|
|
2023
Q3 | $451K | Sell |
543
-2
| -0.4% | -$1.66K | 0.29% | 49 |
|
|
2023
Q2 | $438K | Hold |
545
| – | – | 0.28% | 51 |
|
|
2023
Q1 | $350K | Sell |
545
-200
| -27% | -$128K | 0.23% | 61 |
|
|
2022
Q4 | $417K | Buy |
745
+50
| +7% | +$28K | 0.29% | 51 |
|
|
2022
Q3 | $309K | Hold |
695
| – | – | 0.22% | 56 |
|
|
2022
Q2 | $338K | Hold |
695
| – | – | 0.23% | 57 |
|
|
2022
Q1 | $438K | Buy |
695
+2
| +0.3% | +$1.26K | 0.26% | 54 |
|
|
2021
Q4 | $461K | Buy |
693
+200
| +41% | +$133K | 0.27% | 52 |
|
|
2021
Q3 | $239K | Hold |
493
| – | – | 0.14% | 85 |
|
|
2021
Q2 | $235K | Hold |
493
| – | – | 0.14% | 87 |
|
|
2021
Q1 | $229K | Hold |
493
| – | – | 0.14% | 86 |
|
|
2020
Q4 | $216K | Buy |
493
+50
| +11% | +$21.9K | 0.14% | 81 |
|
|
2020
Q3 | $161K | Hold |
443
| – | – | 0.12% | 91 |
|
|
2020
Q2 | $140K | Hold |
443
| – | – | 0.11% | 100 |
|
|
2020
Q1 | $105K | Hold |
443
| – | – | 0.09% | 111 |
|
|
2019
Q4 | $140K | Hold |
443
| – | – | 0.1% | 105 |
|
|
2019
Q3 | $122K | Sell |
443
-500
| -53% | -$138K | 0.09% | 112 |
|
|
2019
Q2 | $271K | Buy |
943
+650
| +222% | +$187K | 0.2% | 66 |
|
|
2019
Q1 | $88K | Sell |
293
-50
| -15% | -$15K | 0.07% | 136 |
|
|
2018
Q4 | $87K | Sell |
343
-50
| -13% | -$12.7K | 0.07% | 124 |
|
|
2018
Q3 | $97K | Sell |
393
-36
| -8% | -$8.89K | 0.07% | 121 |
|
|
2018
Q2 | $104K | Buy |
429
+93
| +28% | +$22.5K | 0.08% | 119 |
|
|
2018
Q1 | $79K | Sell |
336
-125
| -27% | -$29.4K | 0.06% | 122 |
|
|
2017
Q4 | $118K | Sell |
461
-5
| -1% | -$1.28K | 0.09% | 95 |
|
|
2017
Q3 | $113K | Buy |
+466
| New | +$113K | 0.09% | 92 |
|
|
2017
Q2 | – | Sell |
-483
| Closed | -$106K | – | 180 |
|
|
2017
Q1 | $106K | Buy |
483
+133
| +38% | +$29.2K | 0.09% | 91 |
|
|
2016
Q4 | $62K | Buy |
+350
| New | +$62K | 0.06% | 121 |
|