LWAM
Legacy Wealth Asset Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.69M | Sell |
20,631
-811
| -4% | -$224K | 1.45% | 7 |
|
|
2025
Q1 | $3.59M | Sell |
21,442
-855
| -4% | -$143K | 0.99% | 11 |
|
|
2024
Q4 | $5.17M | Sell |
22,297
-424
| -2% | -$98.3K | 1.41% | 7 |
|
|
2024
Q3 | $3.92M | Buy |
22,721
+20,445
| +898% | +$3.53M | 1.05% | 10 |
|
|
2024
Q2 | $3.65M | Buy |
2,276
+397
| +21% | +$637K | 1.03% | 10 |
|
|
2024
Q1 | $2.49M | Sell |
1,879
-76
| -4% | -$101K | 0.69% | 23 |
|
|
2023
Q4 | $2.18M | Sell |
1,955
-50
| -2% | -$55.8K | 0.72% | 22 |
|
|
2023
Q3 | $1.67M | Sell |
2,005
-303
| -13% | -$252K | 0.61% | 41 |
|
|
2023
Q2 | $2M | Sell |
2,308
-384
| -14% | -$333K | 0.7% | 26 |
|
|
2023
Q1 | $1.73M | Buy |
2,692
+3
| +0.1% | +$1.93K | 0.62% | 33 |
|
|
2022
Q4 | $1.5M | Buy |
2,689
+725
| +37% | +$405K | 0.57% | 34 |
|
|
2022
Q3 | $872K | Sell |
1,964
-515
| -21% | -$229K | 0.38% | 78 |
|
|
2022
Q2 | $1.2M | Sell |
2,479
-6
| -0.2% | -$2.91K | 0.49% | 49 |
|
|
2022
Q1 | $1.57M | Sell |
2,485
-57
| -2% | -$35.9K | 0.56% | 34 |
|
|
2021
Q4 | $1.69M | Sell |
2,542
-76
| -3% | -$50.6K | 0.57% | 21 |
|
|
2021
Q3 | $1.27M | Buy |
2,618
+3
| +0.1% | +$1.46K | 0.58% | 31 |
|
|
2021
Q2 | $1.25M | Sell |
2,615
-7
| -0.3% | -$3.34K | 0.55% | 31 |
|
|
2021
Q1 | $1.22M | Buy |
2,622
+4
| +0.2% | +$1.86K | 0.56% | 31 |
|
|
2020
Q4 | $1.15M | Buy |
+2,618
| New | +$1.15M | 0.58% | 32 |
|