EWA
Exencial Wealth Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.3M | Sell |
127,904
-2,669
| -2% | -$736K | 1.24% | 15 |
|
|
2025
Q1 | $21.9M | Buy |
130,573
+47,853
| +58% | +$8.01M | 0.81% | 29 |
|
|
2024
Q4 | $19.2M | Sell |
82,720
-23,245
| -22% | -$5.39M | 0.7% | 39 |
|
|
2024
Q3 | $18.3M | Buy |
105,965
+104,705
| +8,310% | +$18.1M | 0.66% | 42 |
|
|
2024
Q2 | $2.02M | Sell |
1,260
-168
| -12% | -$270K | 0.08% | 206 |
|
|
2024
Q1 | $1.89M | Sell |
1,428
-166
| -10% | -$220K | 0.07% | 213 |
|
|
2023
Q4 | $1.78M | Buy |
1,594
+97
| +6% | +$108K | 0.07% | 206 |
|
|
2023
Q3 | $1.24M | Sell |
1,497
-2,052
| -58% | -$1.7M | 0.06% | 217 |
|
|
2023
Q2 | $3.08M | Sell |
3,549
-4,354
| -55% | -$3.78M | 0.14% | 149 |
|
|
2023
Q1 | $5.07M | Buy |
7,903
+439
| +6% | +$282K | 0.26% | 103 |
|
|
2022
Q4 | $4.17M | Buy |
7,464
+998
| +15% | +$558K | 0.22% | 118 |
|
|
2022
Q3 | $2.87M | Buy |
6,466
+205
| +3% | +$91K | 0.17% | 134 |
|
|
2022
Q2 | $3.04M | Sell |
6,261
-32
| -0.5% | -$15.5K | 0.17% | 142 |
|
|
2022
Q1 | $3.96M | Buy |
6,293
+169
| +3% | +$106K | 0.2% | 137 |
|
|
2021
Q4 | $4.08M | Buy |
6,124
+484
| +9% | +$322K | 0.2% | 139 |
|
|
2021
Q3 | $2.74M | Buy |
5,640
+941
| +20% | +$456K | 0.12% | 129 |
|
|
2021
Q2 | $2.24M | Sell |
4,699
-237
| -5% | -$113K | 0.12% | 173 |
|
|
2021
Q1 | $2.29M | Buy |
+4,936
| New | +$2.29M | 0.14% | 166 |
|