CWA
Carolina Wealth Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.03K | Sell |
11
-17,892
| -100% | -$4.93M | ﹤0.01% | 211 |
|
|
2025
Q1 | $3M | Sell |
17,903
-13,351
| -43% | -$2.24M | 1.62% | 22 |
|
|
2024
Q4 | $7.25M | Sell |
31,254
-1,009
| -3% | -$234K | 3.9% | 7 |
|
|
2024
Q3 | $5.57M | Buy |
32,263
+25,435
| +373% | +$4.39M | 2.83% | 13 |
|
|
2024
Q2 | $11M | Buy |
6,828
+132
| +2% | +$212K | 5.38% | 3 |
|
|
2024
Q1 | $8.87M | Sell |
6,696
-548
| -8% | -$726K | 4.81% | 3 |
|
|
2023
Q4 | $8.09M | Sell |
7,244
-17
| -0.2% | -$19K | 4.19% | 4 |
|
|
2023
Q3 | $6.03M | Sell |
7,261
-2,715
| -27% | -$2.26M | 3.41% | 5 |
|
|
2023
Q2 | $8.65M | Sell |
9,976
-18
| -0.2% | -$15.6K | 5.21% | 3 |
|
|
2023
Q1 | $6.41M | Buy |
9,994
+76
| +0.8% | +$48.8K | 3.75% | 5 |
|
|
2022
Q4 | $5.55M | Sell |
9,918
-161
| -2% | -$90K | 3.49% | 7 |
|
|
2022
Q3 | $4.48M | Buy |
10,079
+101
| +1% | +$44.8K | 3.51% | 8 |
|
|
2022
Q2 | $4.85M | Sell |
9,978
-1,284
| -11% | -$624K | 3.2% | 8 |
|
|
2022
Q1 | $7.09M | Sell |
11,262
-3,476
| -24% | -$2.19M | 4.48% | 3 |
|
|
2021
Q4 | $9.81M | Sell |
14,738
-300
| -2% | -$200K | 5.54% | 2 |
|
|
2021
Q3 | $7.29M | Buy |
15,038
+339
| +2% | +$164K | 4.83% | 3 |
|
|
2021
Q2 | $7.01M | Buy |
14,699
+501
| +4% | +$239K | 4.72% | 2 |
|
|
2021
Q1 | $6.58M | Sell |
14,198
-378
| -3% | -$175K | 4.8% | 2 |
|
|
2020
Q4 | $6.38M | Sell |
14,576
-1,147
| -7% | -$502K | 5.13% | 2 |
|
|
2020
Q3 | $5.73M | Buy |
15,723
+73
| +0.5% | +$26.6K | 5.03% | 3 |
|
|
2020
Q2 | $4.94M | Buy |
15,650
+232
| +2% | +$73.2K | 4.78% | 2 |
|
|
2020
Q1 | $3.66M | Buy |
15,418
+1,699
| +12% | +$403K | 4.22% | 3 |
|
|
2019
Q4 | $4.34M | Buy |
+13,719
| New | +$4.34M | 4.11% | 3 |
|