AWS
Aspen Wealth Strategies’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.53M | Buy |
23,673
+15,055
| +175% | +$4.15M | 3.93% | 6 |
|
|
2025
Q1 | $1.44M | Sell |
8,618
-693
| -7% | -$116K | 0.95% | 18 |
|
|
2024
Q4 | $2.16M | Sell |
9,311
-177
| -2% | -$41K | 1.38% | 12 |
|
|
2024
Q3 | $1.64M | Sell |
9,488
-522
| -5% | -$90K | 1.05% | 15 |
|
|
2024
Q2 | $1.56M | Buy |
10,010
+7,517
| +302% | +$1.17M | 1.09% | 15 |
|
|
2024
Q1 | $3.3M | Sell |
2,493
-74
| -3% | -$98.1K | 2.28% | 9 |
|
|
2023
Q4 | $2.86M | Buy |
2,567
+1,410
| +122% | +$1.57M | 2.08% | 11 |
|
|
2023
Q3 | $961K | Buy |
1,157
+103
| +10% | +$85.6K | 0.75% | 22 |
|
|
2023
Q2 | $914K | Buy |
1,054
+598
| +131% | +$519K | 0.69% | 22 |
|
|
2023
Q1 | $293K | Sell |
456
-35
| -7% | -$22.5K | 0.23% | 60 |
|
|
2022
Q4 | $275K | Buy |
+491
| New | +$275K | 0.22% | 60 |
|