BBWA
Bell & Brown Wealth Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.7M | Sell |
64,338
-4,967
| -7% | -$1.37M | 6.34% | 1 |
|
|
2025
Q1 | $11.6M | Sell |
69,305
-7,995
| -10% | -$1.34M | 4.53% | 2 |
|
|
2024
Q4 | $17.9M | Sell |
77,300
-3,637
| -4% | -$843K | 6.67% | 1 |
|
|
2024
Q3 | $14M | Buy |
80,937
+72,790
| +893% | +$12.6M | 5.46% | 2 |
|
|
2024
Q2 | $1.37M | Sell |
8,147
-241
| -3% | -$40.5K | 0.52% | 50 |
|
|
2024
Q1 | $11.1M | Sell |
8,388
-625
| -7% | -$828K | 4.76% | 2 |
|
|
2023
Q4 | $10.1M | Buy |
+9,013
| New | +$10.1M | 4.67% | 2 |
|
|
2023
Q2 | $8.12M | Sell |
9,355
-389
| -4% | -$337K | 4.06% | 2 |
|
|
2023
Q1 | $6.25M | Sell |
9,744
-382
| -4% | -$245K | 3.33% | 6 |
|
|
2022
Q4 | $5.66M | Sell |
10,126
-235
| -2% | -$131K | 3.11% | 6 |
|
|
2022
Q3 | $4.6M | Buy |
10,361
+33
| +0.3% | +$14.7K | 2.84% | 8 |
|
|
2022
Q2 | $5.02M | Sell |
10,328
-211
| -2% | -$102K | 2.68% | 9 |
|
|
2022
Q1 | $6.64M | Sell |
10,539
-214
| -2% | -$135K | 3.01% | 5 |
|
|
2021
Q4 | $6.5M | Sell |
10,753
-34
| -0.3% | -$20.5K | 3.14% | 5 |
|
|
2021
Q3 | $5.23M | Buy |
+10,787
| New | +$5.23M | 2.82% | 8 |
|
|
2020
Q3 | $4.15M | Buy |
11,119
+10
| +0.1% | +$3.73K | 3% | 8 |
|
|
2020
Q2 | $3.63M | Sell |
11,109
-258
| -2% | -$84.3K | 2.84% | 9 |
|
|
2020
Q1 | $3.1M | Sell |
11,367
-98
| -0.9% | -$26.7K | 2.87% | 10 |
|
|
2019
Q4 | $3.47M | Sell |
11,465
-317
| -3% | -$95.9K | 2.58% | 7 |
|
|
2019
Q3 | $3.23M | Buy |
+11,782
| New | +$3.23M | 2.66% | 5 |
|
|
2018
Q4 | – | Sell |
-7,805
| Closed | -$1.74M | – | 80 |
|
|
2018
Q3 | $1.74M | Buy |
+7,805
| New | +$1.74M | 1.62% | 26 |
|