AWA
Amplius Wealth Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.89M | Sell |
10,502
-272
| -3% | -$75K | 0.27% | 49 |
|
|
2025
Q1 | $1.8M | Sell |
10,774
-336
| -3% | -$56.3K | 0.19% | 57 |
|
|
2024
Q4 | $2.58M | Buy |
11,110
+134
| +1% | +$31.1K | 0.26% | 45 |
|
|
2024
Q3 | $1.89M | Buy |
10,976
+10,132
| +1,200% | +$1.75M | 0.21% | 54 |
|
|
2024
Q2 | $1.35M | Buy |
844
+242
| +40% | +$388K | 0.15% | 64 |
|
|
2024
Q1 | $798K | Buy |
602
+183
| +44% | +$243K | 0.09% | 79 |
|
|
2023
Q4 | $468K | Buy |
419
+120
| +40% | +$134K | 0.06% | 99 |
|
|
2023
Q3 | $248K | Buy |
299
+52
| +21% | +$43.2K | 0.03% | 133 |
|
|
2023
Q2 | $214K | Buy |
+247
| New | +$214K | 0.03% | 156 |
|
|
2022
Q1 | – | Sell |
-152
| Closed | -$101K | – | 229 |
|
|
2021
Q4 | $101K | Buy |
+152
| New | +$101K | 0.01% | 244 |
|