BTWM
Baker Tilly Wealth Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.11M | Sell |
7,649
-649
| -8% | -$179K | 0.75% | 27 |
|
|
2025
Q1 | $1.39M | Buy |
8,298
+110
| +1% | +$18.4K | 0.54% | 32 |
|
|
2024
Q4 | $1.9M | Buy |
8,188
+201
| +3% | +$46.6K | 0.74% | 28 |
|
|
2024
Q3 | $1.38M | Buy |
7,987
+7,113
| +814% | +$1.23M | 0.61% | 29 |
|
|
2024
Q2 | $1.4M | Sell |
874
-391
| -31% | -$628K | 0.57% | 30 |
|
|
2024
Q1 | $1.68M | Sell |
1,265
-6
| -0.5% | -$7.95K | 0.3% | 75 |
|
|
2023
Q4 | $1.42M | Sell |
1,271
-211
| -14% | -$236K | 0.23% | 99 |
|
|
2023
Q3 | $1.23M | Sell |
1,482
-2,058
| -58% | -$1.71M | 0.2% | 104 |
|
|
2023
Q2 | $3.07M | Sell |
3,540
-351
| -9% | -$304K | 0.32% | 69 |
|
|
2023
Q1 | $2.5M | Buy |
3,891
+104
| +3% | +$66.7K | 0.28% | 76 |
|
|
2022
Q4 | $2.12M | Buy |
3,787
+368
| +11% | +$206K | 0.26% | 88 |
|
|
2022
Q3 | $1.52M | Sell |
3,419
-15
| -0.4% | -$6.66K | 0.21% | 101 |
|
|
2022
Q2 | $1.67M | Buy |
3,434
+242
| +8% | +$118K | 0.22% | 96 |
|
|
2022
Q1 | $2.01M | Sell |
3,192
-92
| -3% | -$57.9K | 0.22% | 92 |
|
|
2021
Q4 | $2.19M | Buy |
3,284
+319
| +11% | +$212K | 0.23% | 85 |
|
|
2021
Q3 | $1.44M | Buy |
2,965
+471
| +19% | +$228K | 0.19% | 105 |
|
|
2021
Q2 | $1.19M | Buy |
2,494
+119
| +5% | +$56.7K | 0.19% | 116 |
|
|
2021
Q1 | $1.1M | Buy |
2,375
+1,299
| +121% | +$602K | 0.23% | 106 |
|
|
2020
Q4 | $471K | Buy |
+1,076
| New | +$471K | 0.15% | 156 |
|