EWA
EverSource Wealth Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26M | Buy |
94,345
+7,143
| +8% | +$1.97M | 1.17% | 15 |
|
|
2025
Q1 | $14.6M | Buy |
87,202
+2,886
| +3% | +$483K | 0.8% | 28 |
|
|
2024
Q4 | $19.5M | Buy |
84,316
+3,857
| +5% | +$894K | 1.1% | 20 |
|
|
2024
Q3 | $13.9M | Sell |
80,459
-766
| -0.9% | -$132K | 0.88% | 24 |
|
|
2024
Q2 | $13.1M | Buy |
81,225
+73,134
| +904% | +$11.8M | 0.87% | 24 |
|
|
2024
Q1 | $10.5M | Sell |
8,091
-86
| -1% | -$112K | 0.83% | 25 |
|
|
2023
Q4 | $9.13M | Buy |
8,177
+183
| +2% | +$204K | 0.84% | 25 |
|
|
2023
Q3 | $6.64M | Buy |
7,994
+440
| +6% | +$365K | 0.7% | 33 |
|
|
2023
Q2 | $6.55M | Buy |
7,554
+557
| +8% | +$483K | 0.72% | 32 |
|
|
2023
Q1 | $4.49M | Buy |
6,997
+265
| +4% | +$170K | 0.56% | 40 |
|
|
2022
Q4 | $3.76M | Buy |
6,732
+4,080
| +154% | +$2.28M | 0.57% | 39 |
|
|
2022
Q3 | $1.18M | Buy |
2,652
+377
| +17% | +$167K | 0.27% | 70 |
|
|
2022
Q2 | $1.11M | Buy |
2,275
+289
| +15% | +$140K | 0.28% | 68 |
|
|
2022
Q1 | $1.25M | Buy |
1,986
+902
| +83% | +$568K | 0.32% | 58 |
|
|
2021
Q4 | $722K | Buy |
+1,084
| New | +$722K | 0.2% | 84 |
|