AWS
Atria Wealth Solutions’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19M | Sell |
68,993
-77,108
| -53% | -$21.2M | 0.43% | 41 |
|
|
2025
Q1 | $24.5M | Sell |
146,101
-6,116
| -4% | -$1.02M | 0.29% | 69 |
|
|
2024
Q4 | $35.3M | Sell |
152,217
-18,990
| -11% | -$4.4M | 0.39% | 46 |
|
|
2024
Q3 | $29.5M | Buy |
171,207
+153,558
| +870% | +$26.5M | 0.32% | 56 |
|
|
2024
Q2 | $28.3M | Buy |
17,649
+578
| +3% | +$928K | 0.31% | 54 |
|
|
2024
Q1 | $22.7M | Sell |
17,071
-550
| -3% | -$731K | 0.26% | 83 |
|
|
2023
Q4 | $19.7M | Buy |
17,621
+691
| +4% | +$771K | 0.25% | 86 |
|
|
2023
Q3 | $14.1M | Buy |
16,930
+2,211
| +15% | +$1.84M | 0.2% | 111 |
|
|
2023
Q2 | $12.8M | Sell |
14,719
-139
| -0.9% | -$121K | 0.17% | 125 |
|
|
2023
Q1 | $9.53M | Sell |
14,858
-455
| -3% | -$292K | 0.14% | 153 |
|
|
2022
Q4 | $8.56M | Buy |
15,313
+1,069
| +8% | +$598K | 0.14% | 162 |
|
|
2022
Q3 | $6.32M | Buy |
14,244
+274
| +2% | +$122K | 0.11% | 192 |
|
|
2022
Q2 | $6.79M | Buy |
13,970
+3,224
| +30% | +$1.57M | 0.13% | 163 |
|
|
2022
Q1 | $6.77M | Buy |
+10,746
| New | +$6.77M | 0.11% | 193 |
|