AWA
Arkadios Wealth Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.8M | Sell |
107,972
-6,433
| -6% | -$1.77M | 0.88% | 15 |
|
|
2025
Q1 | $19.2M | Buy |
114,405
+60,508
| +112% | +$10.1M | 0.72% | 20 |
|
|
2024
Q4 | $12.5M | Sell |
53,897
-3,795
| -7% | -$880K | 0.68% | 21 |
|
|
2024
Q3 | $9.95M | Buy |
57,692
+54,436
| +1,672% | +$9.39M | 0.56% | 31 |
|
|
2024
Q2 | $5.23M | Buy |
3,256
+1,031
| +46% | +$1.66M | 0.35% | 53 |
|
|
2024
Q1 | $2.95M | Sell |
2,225
-169
| -7% | -$224K | 0.23% | 104 |
|
|
2023
Q4 | $2.67M | Sell |
2,394
-210
| -8% | -$234K | 0.23% | 107 |
|
|
2023
Q3 | $2.16M | Sell |
2,604
-2,575
| -50% | -$2.14M | 0.21% | 116 |
|
|
2023
Q2 | $4.49M | Sell |
5,179
-192
| -4% | -$167K | 0.52% | 41 |
|
|
2023
Q1 | $3.45M | Buy |
5,371
+461
| +9% | +$296K | 0.41% | 62 |
|
|
2022
Q4 | $2.75M | Buy |
4,910
+664
| +16% | +$371K | 0.36% | 79 |
|
|
2022
Q3 | $1.89M | Buy |
4,246
+877
| +26% | +$389K | 0.29% | 97 |
|
|
2022
Q2 | $1.64M | Buy |
3,369
+412
| +14% | +$200K | 0.24% | 110 |
|
|
2022
Q1 | $1.86M | Buy |
2,957
+1,066
| +56% | +$671K | 0.24% | 107 |
|
|
2021
Q4 | $1.26M | Buy |
1,891
+312
| +20% | +$208K | 0.17% | 141 |
|
|
2021
Q3 | $766K | Sell |
1,579
-126
| -7% | -$61.1K | 0.11% | 208 |
|
|
2021
Q2 | $813K | Buy |
1,705
+1,065
| +166% | +$508K | 0.1% | 237 |
|
|
2021
Q1 | $297K | Buy |
640
+260
| +68% | +$121K | 0.05% | 342 |
|
|
2020
Q4 | $166K | Sell |
380
-97
| -20% | -$42.4K | 0.03% | 355 |
|
|
2020
Q3 | $181K | Buy |
477
+2
| +0.4% | +$758 | 0.09% | 194 |
|
|
2020
Q2 | $150K | Buy |
475
+145
| +44% | +$45.8K | 0.08% | 194 |
|
|
2020
Q1 | $78.3K | Buy |
330
+100
| +43% | +$23.7K | 0.05% | 270 |
|
|
2019
Q4 | $74.6K | Buy |
+230
| New | +$74.6K | 0.04% | 270 |
|