AWM
Axxcess Wealth Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $52.4M | Sell |
190,106
-837
| -0.4% | -$231K | 1.23% | 17 |
|
|
2025
Q1 | $32M | Buy |
190,943
+8,999
| +5% | +$1.51M | 0.85% | 25 |
|
|
2024
Q4 | $42.2M | Sell |
181,944
-2,896
| -2% | -$671K | 1.01% | 18 |
|
|
2024
Q3 | $31.9M | Buy |
184,840
+166,910
| +931% | +$28.8M | 0.78% | 25 |
|
|
2024
Q2 | $28.8M | Sell |
17,930
-1,435
| -7% | -$2.3M | 0.76% | 26 |
|
|
2024
Q1 | $25.7M | Buy |
19,365
+613
| +3% | +$812K | 0.7% | 27 |
|
|
2023
Q4 | $20.9M | Sell |
18,752
-103
| -0.5% | -$115K | 0.61% | 30 |
|
|
2023
Q3 | $15.7M | Buy |
18,855
+3,442
| +22% | +$2.86M | 0.53% | 39 |
|
|
2023
Q2 | $13.4M | Sell |
15,413
-1,535
| -9% | -$1.33M | 0.97% | 18 |
|
|
2023
Q1 | $10.9M | Buy |
16,948
+247
| +1% | +$158K | 0.82% | 18 |
|
|
2022
Q4 | $9.34M | Buy |
16,701
+3,378
| +25% | +$1.89M | 0.77% | 23 |
|
|
2022
Q3 | $5.92M | Buy |
13,323
+309
| +2% | +$137K | 0.56% | 32 |
|
|
2022
Q2 | $6.32M | Sell |
13,014
-352
| -3% | -$171K | 0.58% | 29 |
|
|
2022
Q1 | $8.42M | Buy |
13,366
+1,096
| +9% | +$690K | 0.66% | 24 |
|
|
2021
Q4 | $8.17M | Buy |
+12,270
| New | +$8.17M | 0.6% | 28 |
|