CWA
Canvas Wealth Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.95M | Buy |
10,016
+616
| +7% | +$181K | 0.58% | 37 |
|
|
2025
Q1 | $1.59M | Buy |
9,400
+1,235
| +15% | +$209K | 0.41% | 45 |
|
|
2024
Q4 | $1.89M | Buy |
8,165
+74
| +0.9% | +$17.2K | 0.48% | 39 |
|
|
2024
Q3 | $1.4M | Buy |
8,091
+3,709
| +85% | +$640K | 0.39% | 46 |
|
|
2024
Q2 | $629K | Buy |
4,382
+3,965
| +951% | +$569K | 0.19% | 63 |
|
|
2024
Q1 | $534K | Buy |
417
+68
| +19% | +$87.1K | 0.18% | 71 |
|
|
2023
Q4 | $386K | Buy |
349
+8
| +2% | +$8.85K | 0.14% | 84 |
|
|
2023
Q3 | $291K | Sell |
341
-61
| -15% | -$52K | 0.12% | 96 |
|
|
2023
Q2 | $362K | Sell |
402
-70
| -15% | -$63K | 0.13% | 88 |
|
|
2023
Q1 | $292K | Sell |
472
-91
| -16% | -$56.2K | 0.12% | 110 |
|
|
2022
Q4 | $323K | Buy |
563
+80
| +17% | +$45.9K | 0.14% | 107 |
|
|
2022
Q3 | $223K | Buy |
+483
| New | +$223K | 0.1% | 112 |
|
|
2022
Q2 | – | Sell |
-664
| Closed | -$386K | – | 130 |
|
|
2022
Q1 | $386K | Sell |
664
-282
| -30% | -$164K | 0.14% | 105 |
|
|
2021
Q4 | $629K | Buy |
946
+54
| +6% | +$35.9K | 0.23% | 79 |
|
|
2021
Q3 | $433K | Sell |
892
-13
| -1% | -$6.31K | 0.18% | 83 |
|
|
2021
Q2 | $432K | Buy |
905
+148
| +20% | +$70.6K | 0.19% | 82 |
|
|
2021
Q1 | $366K | Buy |
+757
| New | +$366K | 0.21% | 77 |
|