FWM
Focused Wealth Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-501
| Closed | -$83.9K | – | 183 |
|
|
2025
Q1 | $83.9K | Buy |
+501
| New | +$83.9K | 0.01% | 174 |
|
|
2024
Q1 | – | Sell |
-37
| Closed | -$41.5K | – | 235 |
|
|
2023
Q4 | $41.5K | Buy |
37
+3
| +9% | +$3.37K | 0.01% | 329 |
|
|
2023
Q3 | $28.3K | Buy |
34
+9
| +36% | +$7.49K | 0.01% | 364 |
|
|
2023
Q2 | $21.5K | Sell |
25
-17
| -40% | -$14.6K | ﹤0.01% | 421 |
|
|
2023
Q1 | $26.7K | Buy |
42
+1
| +2% | +$636 | 0.01% | 391 |
|
|
2022
Q4 | $23.1K | Hold |
41
| – | – | ﹤0.01% | 407 |
|
|
2022
Q3 | $18K | Hold |
41
| – | – | ﹤0.01% | 405 |
|
|
2022
Q2 | $20K | Buy |
41
+1
| +3% | +$488 | ﹤0.01% | 402 |
|
|
2022
Q1 | $25K | Hold |
40
| – | – | ﹤0.01% | 397 |
|
|
2021
Q4 | $27K | Hold |
40
| – | – | ﹤0.01% | 434 |
|
|
2021
Q3 | $19K | Buy |
40
+7
| +21% | +$3.33K | ﹤0.01% | 493 |
|
|
2021
Q2 | $16K | Hold |
33
| – | – | ﹤0.01% | 515 |
|
|
2021
Q1 | $15K | Hold |
33
| – | – | ﹤0.01% | 508 |
|
|
2020
Q4 | $14K | Sell |
33
-5
| -13% | -$2.12K | ﹤0.01% | 489 |
|
|
2020
Q3 | $14K | Buy |
38
+1
| +3% | +$368 | ﹤0.01% | 449 |
|
|
2020
Q2 | $12K | Buy |
+37
| New | +$12K | ﹤0.01% | 446 |
|
|
2020
Q1 | – | Sell |
-1
| Closed | – | – | 668 |
|
|
2019
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 679 |
|
|
2019
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 666 |
|
|
2019
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 693 |
|
|
2019
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 664 |
|
|
2018
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 661 |
|