AWAG
ARS Wealth Advisors Group’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44.5M | Sell |
161,535
-3,663
| -2% | -$1.01M | 5.13% | 2 |
|
|
2025
Q1 | $27.7M | Sell |
165,198
-6,452
| -4% | -$1.08M | 3.9% | 6 |
|
|
2024
Q4 | $39.8M | Sell |
171,650
-6,517
| -4% | -$1.51M | 5.46% | 3 |
|
|
2024
Q3 | $30.7M | Buy |
178,167
+160,083
| +885% | +$27.6M | 3.78% | 5 |
|
|
2024
Q2 | $29M | Sell |
18,084
-116
| -0.6% | -$186K | 3.77% | 6 |
|
|
2024
Q1 | $24.1M | Sell |
18,200
-168
| -0.9% | -$223K | 3.26% | 9 |
|
|
2023
Q4 | $20.5M | Sell |
18,368
-2,959
| -14% | -$3.3M | 3.04% | 8 |
|
|
2023
Q3 | $17.7M | Sell |
21,327
-931
| -4% | -$773K | 2.9% | 7 |
|
|
2023
Q2 | $19.3M | Sell |
22,258
-518
| -2% | -$449K | 3.07% | 6 |
|
|
2023
Q1 | $14.6M | Buy |
22,776
+666
| +3% | +$427K | 2.69% | 11 |
|
|
2022
Q4 | $12.4M | Buy |
22,110
+1,737
| +9% | +$971K | 2.04% | 14 |
|
|
2022
Q3 | $9.05M | Buy |
+20,373
| New | +$9.05M | 1.38% | 27 |
|