NWAM 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 | $29.1M | Buy |
96,368
+1,399
| +1% | +$422K | 2.37% | 5 |
|
|
2025
Q1 | $15.9M | Buy |
94,969
+399
| +0.4% | +$66.8K | 1.37% | 13 |
|
|
2024
Q4 | $21.9M | Buy |
94,570
+3,244
| +4% | +$752K | 1.36% | 12 |
|
|
2024
Q3 | $15.8M | Buy |
91,326
+46,416
| +103% | +$8.01M | 0.96% | 16 |
|
|
2024
Q2 | $7.21M | Buy |
44,910
+4,350
| +11% | +$698K | 2.12% | 8 |
|
|
2024
Q1 | $5.29M | Sell |
40,560
-5,230
| -11% | -$682K | 0.43% | 45 |
|
|
2023
Q4 | $5.11M | Sell |
45,790
-940
| -2% | -$105K | 0.41% | 56 |
|
|
2023
Q3 | $3.88M | Sell |
46,730
-2,440
| -5% | -$203K | 0.39% | 60 |
|
|
2023
Q2 | $4.27M | Sell |
49,170
-22,810
| -32% | -$1.98M | 0.35% | 66 |
|
|
2023
Q1 | $4.62M | Buy |
71,980
+920
| +1% | +$59K | 0.47% | 48 |
|
|
2022
Q4 | $3.97M | Buy |
71,060
+1,350
| +2% | +$75.5K | 0.35% | 78 |
|
|
2022
Q3 | $3.1M | Sell |
69,710
-160
| -0.2% | -$7.1K | 0.3% | 87 |
|
|
2022
Q2 | $3.33M | Sell |
69,870
-1,730
| -2% | -$82.5K | 0.31% | 76 |
|
|
2022
Q1 | $4.51M | Buy |
71,600
+1,480
| +2% | +$93.2K | 0.35% | 75 |
|
|
2021
Q4 | $4.67M | Buy |
70,120
+33,540
| +92% | +$2.23M | 0.37% | 60 |
|
|
2021
Q3 | $1.77M | Buy |
36,580
+8,880
| +32% | +$431K | 0.16% | 141 |
|
|
2021
Q2 | $1.32M | Hold |
27,700
| – | – | 0.12% | 173 |
|
|
2021
Q1 | $1.29M | Sell |
27,700
-40
| -0.1% | -$1.86K | 0.13% | 174 |
|
|
2020
Q4 | $1.22M | Buy |
+27,740
| New | +$1.22M | 0.14% | 152 |
|
|
2020
Q3 | – | Sell |
-19,060
| Closed | -$602K | – | 259 |
|
|
2020
Q2 | $602K | Buy |
19,060
+3,600
| +23% | +$114K | 0.08% | 216 |
|
|
2020
Q1 | $367 | Sell |
15,460
-700
| -4% | -$17 | 0.01% | 267 |
|
|
2019
Q4 | $511K | Buy |
16,160
+50
| +0.3% | +$1.58K | 0.09% | 215 |
|
|
2019
Q3 | $445K | Buy |
16,110
+630
| +4% | +$17.4K | 0.08% | 221 |
|
|
2019
Q2 | $446K | Sell |
15,480
-3,680
| -19% | -$106K | 0.09% | 208 |
|
|
2019
Q1 | $576K | Buy |
19,160
+9,100
| +90% | +$274K | 0.12% | 166 |
|
|
2018
Q4 | $256K | Sell |
10,060
-1,100
| -10% | -$28K | 0.07% | 263 |
|
|
2018
Q3 | $275K | Sell |
11,160
-480
| -4% | -$11.8K | 0.06% | 271 |
|
|
2018
Q2 | $282K | Buy |
+11,640
| New | +$282K | 0.07% | 265 |
|
|
2018
Q1 | – | Sell |
-12,450
| Closed | -$320K | – | 343 |
|
|
2017
Q4 | $320K | Buy |
12,450
+400
| +3% | +$10.3K | 0.08% | 224 |
|
|
2017
Q3 | $292K | Buy |
12,050
+380
| +3% | +$9.21K | 0.08% | 241 |
|
|
2017
Q2 | $272K | Buy |
11,670
+660
| +6% | +$15.4K | 0.05% | 240 |
|
|
2017
Q1 | $241K | Sell |
11,010
-550
| -5% | -$12K | 0.07% | 254 |
|
|
2016
Q4 | $204K | Buy |
+11,560
| New | +$204K | 0.07% | 254 |
|