HWA
HCR Wealth Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.54M | Buy |
12,847
+329
| +3% | +$90.7K | 0.42% | 40 |
|
|
2025
Q1 | $2.1M | Buy |
12,518
+196
| +2% | +$32.8K | 0.27% | 60 |
|
|
2024
Q4 | $2.86M | Buy |
12,322
+53
| +0.4% | +$12.3K | 0.36% | 47 |
|
|
2024
Q3 | $2.12M | Buy |
12,269
+11,520
| +1,538% | +$1.99M | 0.28% | 59 |
|
|
2024
Q2 | $1.2M | Buy |
749
+34
| +5% | +$54.7K | 0.17% | 84 |
|
|
2024
Q1 | $949K | Buy |
715
+433
| +154% | +$574K | 0.14% | 98 |
|
|
2023
Q4 | $315K | Buy |
+282
| New | +$315K | 0.05% | 154 |
|