BWP
Balboa Wealth Partners’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.64M | Buy |
20,463
+6,083
| +42% | +$1.68M | 1.13% | 18 |
|
|
2025
Q1 | $2.41M | Buy |
14,380
+3,117
| +28% | +$522K | 0.58% | 32 |
|
|
2024
Q4 | $2.61M | Sell |
11,263
-1,640
| -13% | -$380K | 0.6% | 27 |
|
|
2024
Q3 | $2.23M | Buy |
12,903
+11,375
| +744% | +$1.96M | 0.55% | 32 |
|
|
2024
Q2 | $2.45M | Buy |
1,528
+129
| +9% | +$207K | 0.65% | 26 |
|
|
2024
Q1 | $1.85M | Sell |
1,399
-71
| -5% | -$94.1K | 0.55% | 31 |
|
|
2023
Q4 | $1.64M | Sell |
1,470
-367
| -20% | -$410K | 0.55% | 27 |
|
|
2023
Q3 | $1.53M | Buy |
1,837
+444
| +32% | +$369K | 0.57% | 29 |
|
|
2023
Q2 | $1.21M | Sell |
1,393
-26
| -2% | -$22.6K | 0.42% | 39 |
|
|
2023
Q1 | $910K | Buy |
1,419
+377
| +36% | +$242K | 0.34% | 56 |
|
|
2022
Q4 | $583K | Sell |
1,042
-235
| -18% | -$131K | 0.26% | 95 |
|
|
2022
Q3 | $567K | Buy |
+1,277
| New | +$567K | 0.25% | 79 |
|