LSPW
Lake Street Private Wealth’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.78M | Buy |
24,610
+2,808
| +13% | +$774K | 0.97% | 32 |
|
|
2025
Q1 | $3.65M | Buy |
21,802
+806
| +4% | +$135K | 0.59% | 57 |
|
|
2024
Q4 | $4.87M | Sell |
20,996
-929
| -4% | -$215K | 0.78% | 38 |
|
|
2024
Q3 | $3.78M | Buy |
21,925
+19,424
| +777% | +$3.35M | 0.61% | 48 |
|
|
2024
Q2 | $4.01M | Sell |
2,501
-34
| -1% | -$54.6K | 0.52% | 50 |
|
|
2024
Q1 | $3.36M | Buy |
2,535
+3
| +0.1% | +$3.98K | 0.46% | 61 |
|
|
2023
Q4 | $2.83M | Sell |
2,532
-141
| -5% | -$157K | 0.45% | 61 |
|
|
2023
Q3 | $2.22M | Buy |
2,673
+93
| +4% | +$77.4K | 0.4% | 77 |
|
|
2023
Q2 | $2.24M | Buy |
2,580
+141
| +6% | +$122K | 0.39% | 79 |
|
|
2023
Q1 | $1.56M | Sell |
2,439
-83
| -3% | -$53.3K | 0.29% | 97 |
|
|
2022
Q4 | $1.41M | Buy |
2,522
+54
| +2% | +$30.2K | 0.29% | 101 |
|
|
2022
Q3 | $1.1M | Sell |
2,468
-199
| -7% | -$88.4K | 0.25% | 102 |
|
|
2022
Q2 | $1.3M | Buy |
2,667
+193
| +8% | +$93.8K | 0.27% | 97 |
|
|
2022
Q1 | $1.56M | Buy |
2,474
+227
| +10% | +$143K | 0.28% | 95 |
|
|
2021
Q4 | $1.5M | Buy |
2,247
+257
| +13% | +$171K | 0.26% | 96 |
|
|
2021
Q3 | $965K | Sell |
1,990
-54
| -3% | -$26.2K | 0.23% | 101 |
|
|
2021
Q2 | $960K | Sell |
2,044
-289
| -12% | -$136K | 0.24% | 102 |
|
|
2021
Q1 | $1.08M | Sell |
2,333
-18
| -0.8% | -$8.35K | 0.3% | 91 |
|
|
2020
Q4 | $1.03M | Buy |
2,351
+17
| +0.7% | +$7.44K | 0.3% | 88 |
|
|
2020
Q3 | $850K | Sell |
2,334
-44
| -2% | -$16K | 0.29% | 82 |
|
|
2020
Q2 | $750K | Buy |
2,378
+54
| +2% | +$17K | 0.28% | 87 |
|
|
2020
Q1 | $551K | Sell |
2,324
-35
| -1% | -$8.3K | 0.25% | 88 |
|
|
2019
Q4 | $746K | Buy |
2,359
+29
| +1% | +$9.17K | 0.29% | 89 |
|
|
2019
Q3 | $643K | Buy |
2,330
+64
| +3% | +$17.7K | 0.29% | 84 |
|
|
2019
Q2 | $652K | Buy |
+2,266
| New | +$652K | 0.38% | 66 |
|