BFWA
Benchmark Financial Wealth Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.75M | Sell |
6,359
-429
| -6% | -$118K | 0.58% | 30 |
|
|
2025
Q1 | $1.14M | Buy |
6,788
+397
| +6% | +$66.5K | 0.43% | 34 |
|
|
2024
Q4 | $1.48M | Buy |
6,391
+37
| +0.6% | +$8.58K | 0.47% | 29 |
|
|
2024
Q3 | $1.1M | Buy |
6,354
+5,945
| +1,454% | +$1.03M | 0.37% | 34 |
|
|
2024
Q2 | $657K | Buy |
409
+5
| +1% | +$8.03K | 0.24% | 45 |
|
|
2024
Q1 | $536K | Buy |
404
+4
| +1% | +$5.3K | 0.2% | 48 |
|
|
2023
Q4 | $447K | Buy |
400
+60
| +18% | +$67K | 0.19% | 48 |
|
|
2023
Q3 | $282K | Buy |
340
+12
| +4% | +$9.96K | 0.13% | 56 |
|
|
2023
Q2 | $284K | Buy |
+328
| New | +$284K | 0.13% | 58 |
|