BWA
Blodgett Wealth Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.5M | Sell |
5,441
-75
| -1% | -$20.7K | 1.18% | 17 |
|
|
2025
Q1 | $924K | Buy |
5,516
+88
| +2% | +$14.7K | 0.79% | 22 |
|
|
2024
Q4 | $1.26M | Buy |
5,428
+1,020
| +23% | +$236K | 0.99% | 20 |
|
|
2024
Q3 | $760K | Buy |
4,408
+3,967
| +900% | +$684K | 0.64% | 26 |
|
|
2024
Q2 | $708K | Buy |
441
+37
| +9% | +$59.4K | 0.6% | 25 |
|
|
2024
Q1 | $535K | Buy |
404
+32
| +9% | +$42.4K | 0.48% | 30 |
|
|
2023
Q4 | $415K | Sell |
372
-313
| -46% | -$349K | 0.42% | 36 |
|
|
2023
Q3 | $569K | Buy |
+685
| New | +$569K | 0.62% | 29 |
|
|
2022
Q2 | – | Sell |
-326
| Closed | -$205K | – | 65 |
|
|
2022
Q1 | $205K | Buy |
+326
| New | +$205K | 0.17% | 78 |
|