FFWA
FRG Family Wealth Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.5M | Buy |
96,178
+1,021
| +1% | +$281K | 4.61% | 4 |
|
|
2025
Q1 | $15.9M | Sell |
95,157
-2,516
| -3% | -$421K | 3.08% | 6 |
|
|
2024
Q4 | $22.6M | Sell |
97,673
-4,154
| -4% | -$963K | 4.11% | 5 |
|
|
2024
Q3 | $17.6M | Buy |
101,827
+30
| +0% | +$5.18K | 3.14% | 7 |
|
|
2024
Q2 | $14.7M | Buy |
101,797
+91,718
| +910% | +$13.2M | 2.84% | 9 |
|
|
2024
Q1 | $13.1M | Buy |
10,079
+278
| +3% | +$361K | 2.57% | 10 |
|
|
2023
Q4 | $10.9M | Buy |
9,801
+40
| +0.4% | +$44.7K | 2.22% | 11 |
|
|
2023
Q3 | $8.11M | Buy |
9,761
+78
| +0.8% | +$64.8K | 1.83% | 13 |
|
|
2023
Q2 | $8.4M | Sell |
9,683
-60
| -0.6% | -$52K | 1.84% | 13 |
|
|
2023
Q1 | $6.25M | Sell |
9,743
-114
| -1% | -$73.1K | 1.43% | 21 |
|
|
2022
Q4 | $5.51M | Sell |
9,857
-193
| -2% | -$108K | 1.31% | 24 |
|
|
2022
Q3 | $4.46M | Buy |
10,050
+31
| +0.3% | +$13.8K | 1.1% | 27 |
|
|
2022
Q2 | $4.87M | Buy |
10,019
+52
| +0.5% | +$25.3K | 1.12% | 27 |
|
|
2022
Q1 | $6.28M | Sell |
9,967
-46
| -0.5% | -$29K | 1.22% | 24 |
|
|
2021
Q4 | $6.66M | Sell |
10,013
-309
| -3% | -$206K | 1.24% | 24 |
|
|
2021
Q3 | $5.01M | Buy |
10,322
+45
| +0.4% | +$21.8K | 0.98% | 29 |
|
|
2021
Q2 | $4.9M | Buy |
10,277
+702
| +7% | +$335K | 0.93% | 29 |
|
|
2021
Q1 | $4.44M | Buy |
9,575
+351
| +4% | +$163K | 0.9% | 29 |
|
|
2020
Q4 | $4.04M | Sell |
9,224
-184
| -2% | -$80.6K | 0.88% | 31 |
|
|
2020
Q3 | $3.43M | Sell |
9,408
-243
| -3% | -$88.5K | 0.83% | 34 |
|
|
2020
Q2 | $3.05M | Buy |
9,651
+6
| +0.1% | +$1.89K | 0.8% | 35 |
|
|
2020
Q1 | $2.29M | Buy |
9,645
+45
| +0.5% | +$10.7K | 0.69% | 40 |
|
|
2019
Q4 | $3.03M | Buy |
9,600
+5
| +0.1% | +$1.58K | 0.73% | 39 |
|
|
2019
Q3 | $2.65M | Sell |
9,595
-605
| -6% | -$167K | 0.68% | 45 |
|
|
2019
Q2 | $2.94M | Buy |
10,200
+395
| +4% | +$114K | 0.77% | 42 |
|
|
2019
Q1 | $2.95M | Buy |
9,805
+935
| +11% | +$281K | 0.84% | 36 |
|
|
2018
Q4 | $2.26M | Buy |
8,870
+3,760
| +74% | +$956K | 0.74% | 43 |
|
|
2018
Q3 | $1.26M | Buy |
5,110
+2,306
| +82% | +$569K | 0.35% | 77 |
|
|
2018
Q2 | $680K | Buy |
+2,804
| New | +$680K | 0.2% | 94 |
|