BWM
BNC Wealth Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-8,040
| Closed | -$1.35M | – | 100 |
|
|
2025
Q1 | $1.35M | Buy |
+8,040
| New | +$1.35M | 0.49% | 52 |
|
|
2023
Q1 | – | Sell |
-2,137
| Closed | -$1.19M | – | 109 |
|
|
2022
Q4 | $1.19M | Buy |
2,137
+10
| +0.5% | +$5.59K | 0.71% | 47 |
|
|
2022
Q3 | $944K | Sell |
2,127
-93
| -4% | -$41.3K | 0.57% | 55 |
|
|
2022
Q2 | $1.08M | Buy |
2,220
+376
| +20% | +$183K | 0.56% | 58 |
|
|
2022
Q1 | $1.16M | Buy |
1,844
+1,530
| +487% | +$963K | 0.57% | 50 |
|
|
2021
Q4 | $209K | Buy |
+314
| New | +$209K | 0.1% | 118 |
|
|
2020
Q4 | – | Sell |
-58
| Closed | -$21K | – | 122 |
|
|
2020
Q3 | $21K | Buy |
+58
| New | +$21K | 0.01% | 219 |
|