HNWAG
High Net Worth Advisory Group’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $736K | Buy |
2,671
+45
| +2% | +$12.4K | 0.19% | 104 |
|
|
2025
Q1 | $440K | Hold |
2,626
| – | – | 0.12% | 136 |
|
|
2024
Q4 | $609K | Buy |
2,626
+16
| +0.6% | +$3.71K | 0.17% | 114 |
|
|
2024
Q3 | $450K | Buy |
2,610
+2,349
| +900% | +$405K | 0.12% | 134 |
|
|
2024
Q2 | $419K | Buy |
261
+10
| +4% | +$16.1K | 0.13% | 131 |
|
|
2024
Q1 | $333K | Buy |
+251
| New | +$333K | 0.1% | 149 |
|
|
2023
Q1 | – | Sell |
-151
| Closed | -$84.4K | – | 221 |
|
|
2022
Q4 | $84.4K | Sell |
151
-17
| -10% | -$9.51K | 0.03% | 258 |
|
|
2022
Q3 | $75K | Hold |
168
| – | – | 0.03% | 266 |
|
|
2022
Q2 | $82K | Hold |
168
| – | – | 0.03% | 262 |
|
|
2022
Q1 | $106K | Hold |
168
| – | – | 0.04% | 241 |
|
|
2021
Q4 | $112K | Buy |
+168
| New | +$112K | 0.04% | 238 |
|