NIWA
New Insight Wealth Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.03M | Sell |
7,360
-1,199
| -14% | -$330K | 0.83% | 29 |
|
|
2025
Q1 | $1.43M | Buy |
8,559
+37
| +0.4% | +$6.2K | 0.65% | 33 |
|
|
2024
Q4 | $1.98M | Sell |
8,522
-178
| -2% | -$41.3K | 0.99% | 22 |
|
|
2024
Q3 | $1.5M | Buy |
8,700
+7,756
| +822% | +$1.34M | 0.79% | 25 |
|
|
2024
Q2 | $1.52M | Buy |
944
+1
| +0.1% | +$1.61K | 0.89% | 25 |
|
|
2024
Q1 | $1.25M | Buy |
943
+23
| +3% | +$30.5K | 0.78% | 28 |
|
|
2023
Q4 | $1.03M | Buy |
+920
| New | +$1.03M | 0.69% | 32 |
|