FWA
FSM Wealth Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.79M | Buy |
10,191
+412
| +4% | +$113K | 0.45% | 42 |
|
|
2025
Q1 | $1.64M | Buy |
9,779
+439
| +5% | +$73.5K | 0.37% | 43 |
|
|
2024
Q4 | $2.14M | Sell |
9,340
-90
| -1% | -$20.6K | 0.52% | 36 |
|
|
2024
Q3 | $1.63M | Buy |
9,430
+8,468
| +880% | +$1.46M | 0.43% | 38 |
|
|
2024
Q2 | $1.54M | Sell |
962
-32
| -3% | -$51.4K | 0.52% | 36 |
|
|
2024
Q1 | $1.32M | Sell |
994
-15
| -1% | -$19.9K | 0.47% | 42 |
|
|
2023
Q4 | $1.13M | Buy |
1,009
+44
| +5% | +$49.1K | 0.48% | 43 |
|
|
2023
Q3 | $802K | Sell |
965
-354
| -27% | -$294K | 0.4% | 47 |
|
|
2023
Q2 | $1.16M | Buy |
1,319
+177
| +15% | +$156K | 0.58% | 41 |
|
|
2023
Q1 | $733K | Buy |
1,142
+14
| +1% | +$8.98K | 0.43% | 54 |
|
|
2022
Q4 | $631K | Sell |
1,128
-150
| -12% | -$83.9K | 0.45% | 58 |
|
|
2022
Q3 | $568K | Buy |
1,278
+115
| +10% | +$51.1K | 0.47% | 57 |
|
|
2022
Q2 | $635K | Buy |
+1,163
| New | +$635K | 0.63% | 43 |
|