AWM
Avior Wealth Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.75M | Buy |
28,126
+3,641
| +15% | +$1M | 0.27% | 73 |
|
|
2025
Q1 | $4.1M | Sell |
24,485
-675
| -3% | -$113K | 0.16% | 111 |
|
|
2024
Q4 | $5.83M | Sell |
25,160
-959
| -4% | -$222K | 0.21% | 84 |
|
|
2024
Q3 | $4.51M | Buy |
26,119
+23,491
| +894% | +$4.05M | 0.18% | 96 |
|
|
2024
Q2 | $4.22M | Sell |
2,628
-446
| -15% | -$716K | 0.18% | 102 |
|
|
2024
Q1 | $4.07M | Buy |
3,074
+612
| +25% | +$811K | 0.19% | 100 |
|
|
2023
Q4 | $2.75M | Buy |
2,462
+36
| +1% | +$40.2K | 0.17% | 115 |
|
|
2023
Q3 | $2.02M | Buy |
2,426
+23
| +1% | +$19.1K | 0.14% | 119 |
|
|
2023
Q2 | $2.08M | Buy |
2,403
+11
| +0.5% | +$9.54K | 0.14% | 123 |
|
|
2023
Q1 | $1.53M | Buy |
2,392
+337
| +16% | +$216K | 0.11% | 148 |
|
|
2022
Q4 | $1.15M | Buy |
2,055
+38
| +2% | +$21.3K | 0.09% | 173 |
|
|
2022
Q3 | $895K | Buy |
2,017
+827
| +69% | +$367K | 0.07% | 180 |
|
|
2022
Q2 | $578K | Buy |
1,190
+94
| +9% | +$45.7K | 0.06% | 233 |
|
|
2022
Q1 | $690K | Buy |
1,096
+67
| +7% | +$42.2K | 0.06% | 226 |
|
|
2021
Q4 | $684K | Buy |
1,029
+9
| +0.9% | +$5.98K | 0.06% | 260 |
|
|
2021
Q3 | $494K | Buy |
1,020
+38
| +4% | +$18.4K | 0.04% | 317 |
|
|
2021
Q2 | $468K | Buy |
982
+176
| +22% | +$83.9K | 0.05% | 313 |
|
|
2021
Q1 | $373K | Buy |
806
+166
| +26% | +$76.8K | 0.04% | 335 |
|
|
2020
Q4 | $280K | Sell |
640
-122
| -16% | -$53.4K | 0.03% | 352 |
|
|
2020
Q3 | $277K | Sell |
762
-166
| -18% | -$60.3K | 0.04% | 342 |
|
|
2020
Q2 | $292K | Sell |
928
-30
| -3% | -$9.44K | 0.05% | 331 |
|
|
2020
Q1 | $226K | Sell |
958
-467
| -33% | -$110K | 0.04% | 320 |
|
|
2019
Q4 | $449K | Buy |
1,425
+42
| +3% | +$13.2K | 0.07% | 245 |
|
|
2019
Q3 | $381K | Sell |
1,383
-5
| -0.4% | -$1.38K | 0.07% | 253 |
|
|
2019
Q2 | $399K | Buy |
1,388
+20
| +1% | +$5.75K | 0.07% | 248 |
|
|
2019
Q1 | $410K | Hold |
1,368
| – | – | 0.09% | 232 |
|
|
2018
Q4 | $347K | Hold |
1,368
| – | – | 0.08% | 223 |
|
|
2018
Q3 | $338K | Hold |
1,368
| – | – | 0.07% | 240 |
|
|
2018
Q2 | $332K | Sell |
1,368
-18
| -1% | -$4.37K | 0.07% | 233 |
|
|
2018
Q1 | $327K | Buy |
1,386
+89
| +7% | +$21K | 0.08% | 220 |
|
|
2017
Q4 | $333K | Buy |
1,297
+1,270
| +4,704% | +$326K | 0.07% | 224 |
|
|
2017
Q3 | $7K | Hold |
27
| – | – | ﹤0.01% | 364 |
|
|
2017
Q2 | $6K | Hold |
27
| – | – | ﹤0.01% | 354 |
|
|
2017
Q1 | $6K | Buy |
27
+25
| +1,250% | +$5.56K | ﹤0.01% | 395 |
|
|
2016
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 494 |
|
|
2016
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 456 |
|
|
2016
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 464 |
|
|
2016
Q1 | $0 | Buy |
+2
| New | – | ﹤0.01% | 480 |
|