LA
LVW Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.52M | Sell |
30,914
-2,275
| -7% | -$627K | 0.93% | 19 |
|
|
2025
Q1 | $5.56M | Sell |
33,189
-1,936
| -6% | -$324K | 0.66% | 25 |
|
|
2024
Q4 | $8.14M | Sell |
35,125
-5,610
| -14% | -$1.3M | 0.98% | 20 |
|
|
2024
Q3 | $7.03M | Buy |
40,735
+36,446
| +850% | +$6.29M | 0.89% | 19 |
|
|
2024
Q2 | $6.89M | Sell |
4,289
-497
| -10% | -$798K | 1.01% | 16 |
|
|
2024
Q1 | $6.34M | Sell |
4,786
-310
| -6% | -$411K | 1.07% | 14 |
|
|
2023
Q4 | $5.69M | Sell |
5,096
-338
| -6% | -$377K | 1.07% | 13 |
|
|
2023
Q3 | $4.51M | Sell |
5,434
-337
| -6% | -$280K | 0.93% | 20 |
|
|
2023
Q2 | $5.01M | Sell |
5,771
-434
| -7% | -$376K | 0.96% | 18 |
|
|
2023
Q1 | $3.98M | Buy |
6,205
+161
| +3% | +$103K | 0.78% | 30 |
|
|
2022
Q4 | $3.38M | Buy |
6,044
+147
| +2% | +$82.2K | 0.69% | 39 |
|
|
2022
Q3 | $2.62M | Buy |
5,897
+37
| +0.6% | +$16.4K | 0.59% | 48 |
|
|
2022
Q2 | $2.85M | Buy |
5,860
+217
| +4% | +$105K | 0.58% | 50 |
|
|
2022
Q1 | $3.55M | Buy |
5,643
+660
| +13% | +$416K | 0.6% | 44 |
|
|
2021
Q4 | $3.32M | Sell |
4,983
-19
| -0.4% | -$12.6K | 0.56% | 48 |
|
|
2021
Q3 | $2.43M | Buy |
5,002
+326
| +7% | +$158K | 0.42% | 55 |
|
|
2021
Q2 | $2.23M | Buy |
4,676
+154
| +3% | +$73.4K | 0.4% | 55 |
|
|
2021
Q1 | $2.1M | Buy |
4,522
+4,004
| +773% | +$1.86M | 0.4% | 56 |
|
|
2020
Q4 | $227K | Buy |
+518
| New | +$227K | 0.05% | 190 |
|
|
2020
Q3 | – | Sell |
-1,423
| Closed | -$449K | – | 203 |
|
|
2020
Q2 | $449K | Buy |
1,423
+193
| +16% | +$60.9K | 0.11% | 100 |
|
|
2020
Q1 | $292K | Buy |
+1,230
| New | +$292K | 0.08% | 120 |
|
|
2019
Q4 | – | Sell |
-1,301
| Closed | -$359K | – | 183 |
|
|
2019
Q3 | $359K | Buy |
1,301
+155
| +14% | +$42.8K | 0.09% | 113 |
|
|
2019
Q2 | $330K | Buy |
+1,146
| New | +$330K | 0.09% | 114 |
|