OHWA
Oak Hill Wealth Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $995K | Hold |
3,660
| – | – | 0.21% | 59 |
|
|
2025
Q1 | $613K | Hold |
3,660
| – | – | 0.14% | 74 |
|
|
2024
Q4 | $849K | Buy |
+3,660
| New | +$849K | 0.2% | 57 |
|
|
2024
Q3 | – | Sell |
-366
| Closed | -$588K | – | 14 |
|
|
2024
Q2 | $588K | Buy |
+366
| New | +$588K | 0.18% | 54 |
|
|
2024
Q1 | – | Sell |
-366
| Closed | -$409K | – | 14 |
|
|
2023
Q4 | $409K | Buy |
366
+61
| +20% | +$68.1K | 0.14% | 74 |
|
|
2023
Q3 | $253K | Buy |
305
+15
| +5% | +$12.5K | 0.1% | 88 |
|
|
2023
Q2 | $252K | Buy |
+290
| New | +$252K | 0.09% | 93 |
|