EWM
Evermay Wealth Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.23M | Sell |
8,086
-119
| -1% | -$32.8K | 0.27% | 40 |
|
|
2025
Q1 | $1.37M | Sell |
8,205
-251
| -3% | -$42K | 0.18% | 60 |
|
|
2024
Q4 | $1.96M | Sell |
8,456
-325
| -4% | -$75.3K | 0.3% | 43 |
|
|
2024
Q3 | $1.51M | Buy |
8,781
+7,924
| +925% | +$1.37M | 0.24% | 54 |
|
|
2024
Q2 | $1.38M | Sell |
857
-79
| -8% | -$127K | 0.22% | 60 |
|
|
2024
Q1 | $1.24M | Sell |
936
-89
| -9% | -$118K | 0.19% | 68 |
|
|
2023
Q4 | $1.14M | Sell |
1,025
-44
| -4% | -$49.1K | 0.21% | 53 |
|
|
2023
Q3 | $888K | Sell |
1,069
-233
| -18% | -$194K | 0.18% | 64 |
|
|
2023
Q2 | $1.13M | Sell |
1,302
-66
| -5% | -$57.3K | 0.22% | 50 |
|
|
2023
Q1 | $878K | Buy |
1,368
+36
| +3% | +$23.1K | 0.18% | 65 |
|
|
2022
Q4 | $745K | Sell |
1,332
-219
| -14% | -$122K | 0.15% | 72 |
|
|
2022
Q3 | $689K | Buy |
1,551
+85
| +6% | +$37.8K | 0.14% | 71 |
|
|
2022
Q2 | $712K | Buy |
1,466
+11
| +0.8% | +$5.34K | 0.14% | 69 |
|
|
2022
Q1 | $916K | Buy |
1,455
+183
| +14% | +$115K | 0.15% | 68 |
|
|
2021
Q4 | $846K | Buy |
1,272
+100
| +9% | +$66.5K | 0.15% | 54 |
|
|
2021
Q3 | $568K | Buy |
1,172
+15
| +1% | +$7.27K | 0.11% | 74 |
|
|
2021
Q2 | $552K | Buy |
1,157
+30
| +3% | +$14.3K | 0.1% | 89 |
|
|
2021
Q1 | $523K | Sell |
1,127
-13
| -1% | -$6.03K | 0.1% | 89 |
|
|
2020
Q4 | $499K | Sell |
1,140
-20
| -2% | -$8.75K | 0.11% | 86 |
|
|
2020
Q3 | $423K | Buy |
1,160
+31
| +3% | +$11.3K | 0.1% | 91 |
|
|
2020
Q2 | $356K | Sell |
1,129
-99
| -8% | -$31.2K | 0.09% | 100 |
|
|
2020
Q1 | $291K | Buy |
1,228
+573
| +87% | +$136K | 0.09% | 108 |
|
|
2019
Q4 | $207K | Buy |
+655
| New | +$207K | 0.05% | 158 |
|