FVWA
Foster Victor Wealth Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.1M | Sell |
61,555
-16,580
| -21% | -$4.61M | 1.16% | 26 |
|
|
2025
Q1 | $14.2M | Buy |
78,135
+14,871
| +24% | +$2.71M | 1.14% | 27 |
|
|
2024
Q4 | $15M | Sell |
63,264
-44,755
| -41% | -$10.6M | 1.15% | 25 |
|
|
2024
Q3 | $20.1M | Buy |
108,019
+13,705
| +15% | +$2.55M | 1.61% | 10 |
|
|
2024
Q2 | $16M | Buy |
94,314
+82,036
| +668% | +$13.9M | 1.34% | 23 |
|
|
2024
Q1 | $17M | Sell |
12,278
-230
| -2% | -$318K | 1.55% | 17 |
|
|
2023
Q4 | $13.4M | Sell |
12,508
-2,394
| -16% | -$2.57M | 1.38% | 23 |
|
|
2023
Q3 | $12.6M | Sell |
14,902
-4,313
| -22% | -$3.65M | 1.47% | 21 |
|
|
2023
Q2 | $16.6M | Sell |
19,215
-3,507
| -15% | -$3.02M | 1.84% | 9 |
|
|
2023
Q1 | $14.4M | Sell |
22,722
-4,243
| -16% | -$2.69M | 1.75% | 14 |
|
|
2022
Q4 | $15.9M | Buy |
26,965
+3,117
| +13% | +$1.83M | 2.02% | 5 |
|
|
2022
Q3 | $11.4M | Buy |
23,848
+2,623
| +12% | +$1.26M | 1.67% | 18 |
|
|
2022
Q2 | $10.2M | Buy |
21,225
+2,542
| +14% | +$1.23M | 1.52% | 24 |
|
|
2022
Q1 | $11.2M | Buy |
18,683
+2,596
| +16% | +$1.56M | 1.54% | 22 |
|
|
2021
Q4 | $10M | Sell |
16,087
-1,596
| -9% | -$993K | 1.36% | 22 |
|
|
2021
Q3 | $8.58M | Buy |
17,683
+623
| +4% | +$302K | 1.37% | 25 |
|
|
2021
Q2 | $8.14M | Buy |
17,060
+2,425
| +17% | +$1.16M | 1.36% | 24 |
|
|
2021
Q1 | $7.1M | Buy |
14,635
+285
| +2% | +$138K | 1.32% | 26 |
|
|
2020
Q4 | $6.28M | Sell |
14,350
-251
| -2% | -$110K | 1.43% | 23 |
|
|
2020
Q3 | $5.32M | Sell |
14,601
-1,193
| -8% | -$435K | 1.44% | 23 |
|
|
2020
Q2 | $4.99M | Buy |
15,794
+306
| +2% | +$96.6K | 1.65% | 19 |
|
|
2020
Q1 | $3.84M | Buy |
15,488
+3,844
| +33% | +$952K | 1.68% | 15 |
|
|
2019
Q4 | $3.6M | Buy |
11,644
+2,416
| +26% | +$746K | 1.56% | 14 |
|
|
2019
Q3 | $2.55M | Buy |
9,228
+5,710
| +162% | +$1.58M | 1.42% | 16 |
|
|
2019
Q2 | $967K | Buy |
3,518
+2,313
| +192% | +$636K | 0.71% | 27 |
|
|
2019
Q1 | $362K | Buy |
1,205
+369
| +44% | +$111K | 0.28% | 63 |
|
|
2018
Q4 | $213K | Buy |
+836
| New | +$213K | 0.2% | 74 |
|