APWA
Atlas Private Wealth Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.62M | Buy |
5,877
+255
| +5% | +$70.3K | 0.21% | 61 |
|
|
2025
Q1 | $941K | Buy |
5,622
+852
| +18% | +$143K | 0.13% | 81 |
|
|
2024
Q4 | $1.11M | Buy |
4,770
+11
| +0.2% | +$2.55K | 0.16% | 71 |
|
|
2024
Q3 | $821K | Buy |
4,759
+4,286
| +906% | +$739K | 0.12% | 74 |
|
|
2024
Q2 | $762K | Buy |
473
+282
| +148% | +$454K | 0.12% | 74 |
|
|
2024
Q1 | $253K | Sell |
191
-191
| -50% | -$253K | 0.08% | 96 |
|
|
2023
Q4 | $426K | Buy |
382
+18
| +5% | +$20.1K | 0.08% | 96 |
|
|
2023
Q3 | $302K | Buy |
364
+2
| +0.6% | +$1.66K | 0.06% | 141 |
|
|
2023
Q2 | $314K | Buy |
+362
| New | +$314K | 0.06% | 140 |
|
|
2021
Q4 | – | Sell |
-129
| Closed | -$62K | – | 193 |
|
|
2021
Q3 | $62K | Buy |
129
+1
| +0.8% | +$481 | 0.03% | 216 |
|
|
2021
Q2 | $61K | Sell |
128
-51
| -28% | -$24.3K | 0.03% | 213 |
|
|
2021
Q1 | $83K | Buy |
179
+58
| +48% | +$26.9K | 0.05% | 181 |
|
|
2020
Q4 | $53K | Buy |
121
+1
| +0.8% | +$438 | 0.04% | 210 |
|
|
2020
Q3 | $44K | Buy |
120
+1
| +0.8% | +$367 | 0.04% | 215 |
|
|
2020
Q2 | $38K | Buy |
+119
| New | +$38K | 0.03% | 237 |
|