FMWA
Forvis Mazars Wealth Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.43M | Buy |
23,315
+3,718
| +19% | +$1.02M | 0.14% | 81 |
|
|
2025
Q1 | $3.28M | Buy |
19,597
+3,872
| +25% | +$648K | 0.08% | 115 |
|
|
2024
Q4 | $3.65M | Sell |
15,725
-424
| -3% | -$98.3K | 0.08% | 111 |
|
|
2024
Q3 | $2.79M | Buy |
16,149
+14,660
| +985% | +$2.53M | 0.06% | 144 |
|
|
2024
Q2 | $2.39M | Buy |
1,489
+545
| +58% | +$875K | 0.06% | 144 |
|
|
2024
Q1 | $1.25M | Buy |
944
+267
| +39% | +$354K | 0.03% | 197 |
|
|
2023
Q4 | $756K | Buy |
677
+51
| +8% | +$56.9K | 0.02% | 231 |
|
|
2023
Q3 | $520K | Sell |
626
-105
| -14% | -$87.2K | 0.02% | 267 |
|
|
2023
Q2 | $634K | Buy |
731
+88
| +14% | +$76.3K | 0.02% | 256 |
|
|
2023
Q1 | $413K | Sell |
643
-15
| -2% | -$9.62K | 0.01% | 288 |
|
|
2022
Q4 | $368K | Sell |
658
-25
| -4% | -$14K | 0.01% | 297 |
|
|
2022
Q3 | $304K | Sell |
683
-10
| -1% | -$4.45K | 0.01% | 318 |
|
|
2022
Q2 | $337K | Buy |
693
+337
| +95% | +$164K | 0.01% | 302 |
|
|
2022
Q1 | $224K | Buy |
+356
| New | +$224K | 0.01% | 280 |
|
|
2021
Q1 | – | Sell |
-1,325
| Closed | -$580K | – | 279 |
|
|
2020
Q4 | $580K | Buy |
1,325
+107
| +9% | +$46.8K | 0.03% | 203 |
|
|
2020
Q3 | $444K | Sell |
1,218
-144
| -11% | -$52.5K | 0.03% | 216 |
|
|
2020
Q2 | $430K | Buy |
1,362
+256
| +23% | +$80.8K | 0.03% | 208 |
|
|
2020
Q1 | $262K | Buy |
1,106
+294
| +36% | +$69.6K | 0.02% | 240 |
|
|
2019
Q4 | $257K | Buy |
+812
| New | +$257K | 0.02% | 254 |
|
|
2019
Q3 | – | Sell |
-2,315
| Closed | -$666K | – | 259 |
|
|
2019
Q2 | $666K | Buy |
2,315
+2
| +0.1% | +$575 | 0.05% | 133 |
|
|
2019
Q1 | $696K | Buy |
2,313
+71
| +3% | +$21.4K | 0.06% | 129 |
|
|
2018
Q4 | $570K | Buy |
+2,242
| New | +$570K | 0.06% | 124 |
|
|
2018
Q1 | – | Sell |
-2,399
| Closed | -$616K | – | 234 |
|
|
2017
Q4 | $616K | Buy |
2,399
+193
| +9% | +$49.6K | 0.06% | 127 |
|
|
2017
Q3 | $535K | Sell |
2,206
-85
| -4% | -$20.6K | 0.06% | 131 |
|
|
2017
Q2 | $534K | Sell |
2,291
-70
| -3% | -$16.3K | 0.06% | 133 |
|
|
2017
Q1 | $517K | Buy |
2,361
+48
| +2% | +$10.5K | 0.06% | 122 |
|
|
2016
Q4 | $409K | Sell |
2,313
-29
| -1% | -$5.13K | 0.05% | 135 |
|
|
2016
Q3 | $404K | Buy |
2,342
+519
| +28% | +$89.5K | 0.06% | 126 |
|
|
2016
Q2 | $283K | Buy |
+1,823
| New | +$283K | 0.04% | 146 |
|