LWA
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Lowe Wealth Advisors’s Broadcom AVGO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$13.8K Sell
50
-10
-17% -$2.76K 0.01% 231
2025
Q1
$10K Hold
60
﹤0.01% 248
2024
Q4
$13.9K Buy
60
+10
+20% +$2.32K 0.01% 208
2024
Q3
$8.63K Buy
50
+45
+900% +$7.76K ﹤0.01% 230
2024
Q2
$8.03K Hold
5
﹤0.01% 231
2024
Q1
$6.63K Hold
5
﹤0.01% 235
2023
Q4
$5.58K Hold
5
﹤0.01% 244
2023
Q3
$4.15K Sell
5
-26
-84% -$21.6K ﹤0.01% 243
2023
Q2
$27K Hold
31
0.01% 139
2023
Q1
$19.9K Hold
31
0.01% 150
2022
Q4
$17.2K Hold
31
0.01% 165
2022
Q3
$14K Buy
31
+1
+3% +$452 0.01% 170
2022
Q2
$15K Hold
30
0.01% 155
2022
Q1
$19K Hold
30
0.01% 152
2021
Q4
$20K Hold
30
0.01% 149
2021
Q3
$14K Hold
30
0.01% 162
2021
Q2
$14K Hold
30
0.01% 161
2021
Q1
$14K Buy
30
+1
+3% +$467 0.01% 153
2020
Q4
$13K Hold
29
0.01% 153
2020
Q3
$11K Hold
29
0.01% 157
2020
Q2
$9K Hold
29
0.01% 159
2020
Q1
$7K Sell
29
-4
-12% -$966 ﹤0.01% 168
2019
Q4
$11K Hold
33
0.01% 153
2019
Q3
$9K Hold
33
0.01% 159
2019
Q2
$9K Sell
33
-9
-21% -$2.46K 0.01% 165
2019
Q1
$12K Hold
42
0.01% 132
2018
Q4
$11K Sell
42
-65
-61% -$17K 0.01% 132
2018
Q3
$26K Buy
107
+65
+155% +$15.8K 0.02% 98
2018
Q2
$10K Sell
42
-15
-26% -$3.57K 0.01% 139
2018
Q1
$13K Hold
57
0.01% 132
2017
Q4
$15K Sell
57
-15
-21% -$3.95K 0.01% 131
2017
Q3
$17K Buy
72
+1
+1% +$236 0.01% 118
2017
Q2
$17K Hold
71
0.01% 105
2017
Q1
$16K Hold
71
0.01% 110
2016
Q4
$13K Hold
71
0.01% 120
2016
Q3
$12K Hold
71
0.01% 131
2016
Q2
$11K Hold
71
0.01% 128
2016
Q1
$11K Buy
71
+21
+42% +$3.25K 0.01% 123
2015
Q4
$7K Hold
50
﹤0.01% 144
2015
Q3
$6K Hold
50
﹤0.01% 145
2015
Q2
$7K Hold
50
﹤0.01% 144
2015
Q1
$6K Hold
50
﹤0.01% 144
2014
Q4
$5K Buy
+50
New +$5K ﹤0.01% 139