LPWM LLC’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.5M | Buy |
5,457
+4
| +0.1% | +$1.1K | 0.44% | 31 |
|
|
2025
Q1 | $913K | Hold |
5,453
| – | – | 0.29% | 39 |
|
|
2024
Q4 | $1.26M | Sell |
5,453
-167
| -3% | -$38.7K | 0.41% | 33 |
|
|
2024
Q3 | $966K | Hold |
5,620
| – | – | 0.32% | 35 |
|
|
2024
Q2 | $981K | Buy |
5,620
+100
| +2% | +$17.5K | 0.34% | 35 |
|
|
2024
Q1 | $730K | Buy |
5,520
+150
| +3% | +$19.8K | 0.27% | 37 |
|
|
2023
Q4 | $563K | Buy |
5,370
+370
| +7% | +$38.8K | 0.22% | 43 |
|
|
2023
Q3 | $417K | Hold |
5,000
| – | – | 0.19% | 43 |
|
|
2023
Q2 | $438K | Hold |
5,000
| – | – | 0.19% | 43 |
|
|
2023
Q1 | $321K | Hold |
5,000
| – | – | 0.15% | 50 |
|
|
2022
Q4 | $287K | Hold |
5,000
| – | – | 0.15% | 51 |
|
|
2022
Q3 | $222K | Hold |
5,000
| – | – | 0.13% | 56 |
|
|
2022
Q2 | $249K | Hold |
5,000
| – | – | 0.14% | 54 |
|
|
2022
Q1 | $302K | Hold |
5,000
| – | – | 0.15% | 54 |
|
|
2021
Q4 | $333K | Hold |
5,000
| – | – | 0.18% | 51 |
|
|
2021
Q3 | $244K | Hold |
5,000
| – | – | 0.14% | 57 |
|
|
2021
Q2 | $240K | Buy |
5,000
+260
| +5% | +$12.5K | 0.14% | 55 |
|
|
2021
Q1 | $226K | Sell |
4,740
-250
| -5% | -$11.9K | 0.15% | 53 |
|
|
2020
Q4 | $218K | Buy |
+4,990
| New | +$218K | 0.16% | 51 |
|