HWAM
Hennion & Walsh Asset Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.2M | Sell |
80,384
-3,682
| -4% | -$1.01M | 0.89% | 11 |
|
|
2025
Q1 | $14.1M | Sell |
84,066
-1,184
| -1% | -$198K | 0.63% | 20 |
|
|
2024
Q4 | $19.8M | Buy |
85,250
+945
| +1% | +$219K | 0.89% | 12 |
|
|
2024
Q3 | $14.5M | Buy |
84,305
+77,129
| +1,075% | +$13.3M | 0.68% | 20 |
|
|
2024
Q2 | $11.5M | Buy |
7,176
+1,487
| +26% | +$2.39M | 0.59% | 26 |
|
|
2024
Q1 | $7.54M | Buy |
5,689
+396
| +7% | +$525K | 0.4% | 39 |
|
|
2023
Q4 | $5.91M | Buy |
5,293
+483
| +10% | +$539K | 0.34% | 55 |
|
|
2023
Q3 | $4M | Sell |
4,810
-394
| -8% | -$327K | 0.25% | 94 |
|
|
2023
Q2 | $4.51M | Buy |
5,204
+1,019
| +24% | +$884K | 0.27% | 86 |
|
|
2023
Q1 | $2.69M | Sell |
4,185
-1,367
| -25% | -$877K | 0.16% | 159 |
|
|
2022
Q4 | $3.1M | Buy |
5,552
+646
| +13% | +$361K | 0.19% | 140 |
|
|
2022
Q3 | $2.18M | Sell |
4,906
-303
| -6% | -$135K | 0.14% | 182 |
|
|
2022
Q2 | $2.53M | Buy |
5,209
+353
| +7% | +$171K | 0.16% | 168 |
|
|
2022
Q1 | $3.06M | Sell |
4,856
-62
| -1% | -$39K | 0.16% | 167 |
|
|
2021
Q4 | $3.27M | Sell |
4,918
-1,663
| -25% | -$1.11M | 0.16% | 177 |
|
|
2021
Q3 | $3.19M | Sell |
6,581
-467
| -7% | -$226K | 0.17% | 179 |
|
|
2021
Q2 | $3.36M | Buy |
7,048
+569
| +9% | +$271K | 0.18% | 157 |
|
|
2021
Q1 | $3M | Buy |
+6,479
| New | +$3M | 0.18% | 154 |
|