AOWM
Alpha Omega Wealth Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.84M | Sell |
24,813
-120
| -0.5% | -$33.1K | 1.22% | 20 |
|
|
2025
Q1 | $4.17M | Sell |
24,933
-11,070
| -31% | -$1.85M | 0.8% | 38 |
|
|
2024
Q4 | $8.35M | Sell |
36,003
-1,797
| -5% | -$417K | 1.58% | 12 |
|
|
2024
Q3 | $6.52M | Buy |
37,800
+33,924
| +875% | +$5.85M | 1.2% | 19 |
|
|
2024
Q2 | $6.22M | Sell |
3,876
-5
| -0.1% | -$8.03K | 1.19% | 20 |
|
|
2024
Q1 | $5.14M | Sell |
3,881
-380
| -9% | -$504K | 0.96% | 27 |
|
|
2023
Q4 | $4.76M | Buy |
4,261
+1,704
| +67% | +$1.9M | 0.79% | 29 |
|
|
2023
Q3 | $2.12M | Sell |
2,557
-42
| -2% | -$34.9K | 0.37% | 76 |
|
|
2023
Q2 | $2.25M | Sell |
2,599
-344
| -12% | -$298K | 0.38% | 76 |
|
|
2023
Q1 | $1.89M | Sell |
2,943
-9
| -0.3% | -$5.77K | 0.33% | 82 |
|
|
2022
Q4 | $1.65M | Sell |
2,952
-10
| -0.3% | -$5.59K | 0.29% | 88 |
|
|
2022
Q3 | $1.32M | Sell |
2,962
-255
| -8% | -$113K | 0.25% | 95 |
|
|
2022
Q2 | $1.56M | Sell |
3,217
-135
| -4% | -$65.6K | 0.28% | 85 |
|
|
2022
Q1 | $2.11M | Buy |
3,352
+31
| +0.9% | +$19.5K | 0.33% | 82 |
|
|
2021
Q4 | $1.98M | Sell |
3,321
-7
| -0.2% | -$4.18K | 0.3% | 86 |
|
|
2021
Q3 | $1.61M | Buy |
3,328
+3
| +0.1% | +$1.46K | 0.26% | 90 |
|
|
2021
Q2 | $1.59M | Buy |
3,325
+4
| +0.1% | +$1.91K | 0.26% | 93 |
|
|
2021
Q1 | $1.54M | Sell |
3,321
-32
| -1% | -$14.8K | 0.27% | 90 |
|
|
2020
Q4 | $1.47M | Buy |
3,353
+9
| +0.3% | +$3.94K | 0.25% | 88 |
|
|
2020
Q3 | $1.22M | Hold |
3,344
| – | – | 0.17% | 87 |
|
|
2020
Q2 | $1.06M | Hold |
3,344
| – | – | 0.16% | 92 |
|
|
2020
Q1 | $793K | Sell |
3,344
-130
| -4% | -$30.8K | 0.15% | 95 |
|
|
2019
Q4 | $1.1M | Buy |
3,474
+55
| +2% | +$17.4K | 0.18% | 95 |
|
|
2019
Q3 | $1.07M | Buy |
3,419
+3,150
| +1,171% | +$988K | 0.17% | 94 |
|
|
2019
Q2 | $77K | Buy |
269
+9
| +3% | +$2.58K | 0.03% | 213 |
|
|
2019
Q1 | $78K | Buy |
+260
| New | +$78K | 0.04% | 205 |
|