HWM
Hohimer Wealth Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.3M | Sell |
44,547
-51
| -0.1% | -$14.1K | 2.18% | 5 |
|
|
2025
Q1 | $7.47M | Sell |
44,598
-1,938
| -4% | -$324K | 1.45% | 9 |
|
|
2024
Q4 | $10.8M | Buy |
46,536
+521
| +1% | +$121K | 2.03% | 6 |
|
|
2024
Q3 | $7.94M | Buy |
46,015
+41,459
| +910% | +$7.15M | 1.71% | 5 |
|
|
2024
Q2 | $7.31M | Sell |
4,556
-589
| -11% | -$946K | 1.7% | 4 |
|
|
2024
Q1 | $6.82M | Sell |
5,145
-4,977
| -49% | -$6.6M | 1.6% | 6 |
|
|
2023
Q4 | $11.3M | Sell |
10,122
-87
| -0.9% | -$97.1K | 2.86% | 2 |
|
|
2023
Q3 | $8.48M | Sell |
10,209
-264
| -3% | -$219K | 2.42% | 3 |
|
|
2023
Q2 | $9.08M | Sell |
10,473
-427
| -4% | -$370K | 2.51% | 3 |
|
|
2023
Q1 | $6.99M | Buy |
10,900
+888
| +9% | +$570K | 2.02% | 3 |
|
|
2022
Q4 | $5.6M | Buy |
10,012
+1,185
| +13% | +$663K | 1.79% | 6 |
|
|
2022
Q3 | $3.92M | Buy |
8,827
+1,608
| +22% | +$714K | 1.26% | 14 |
|
|
2022
Q2 | $3.51M | Sell |
7,219
-5,842
| -45% | -$2.84M | 1.04% | 26 |
|
|
2022
Q1 | $8.22M | Sell |
13,061
-1,392
| -10% | -$876K | 1.62% | 11 |
|
|
2021
Q4 | $9.62M | Sell |
14,453
-3,510
| -20% | -$2.34M | 2.02% | 4 |
|
|
2021
Q3 | $8.71M | Sell |
17,963
-291
| -2% | -$141K | 1.83% | 5 |
|
|
2021
Q2 | $8.7M | Buy |
18,254
+687
| +4% | +$328K | 1.78% | 5 |
|
|
2021
Q1 | $8.15M | Sell |
17,567
-480
| -3% | -$223K | 1.98% | 5 |
|
|
2020
Q4 | $7.9M | Sell |
18,047
-503
| -3% | -$220K | 2.09% | 5 |
|
|
2020
Q3 | $6.97M | Buy |
18,550
+3,930
| +27% | +$1.48M | 1.99% | 5 |
|
|
2020
Q2 | $4.61M | Sell |
14,620
-3,826
| -21% | -$1.21M | 1.59% | 6 |
|
|
2020
Q1 | $4.95M | Buy |
18,446
+2,142
| +13% | +$575K | 2.09% | 2 |
|
|
2019
Q4 | $5.15M | Buy |
+16,304
| New | +$5.15M | 1.79% | 1 |
|