OBWP
O'Brien Wealth Partners’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.9K | Sell |
112
-96
| -46% | -$26.5K | ﹤0.01% | 71 |
|
|
2025
Q1 | $34.8K | Buy |
208
+178
| +593% | +$29.8K | 0.01% | 64 |
|
|
2024
Q4 | $7K | Hold |
30
| – | – | ﹤0.01% | 65 |
|
|
2024
Q3 | $5.19K | Buy |
30
+25
| +500% | +$4.33K | ﹤0.01% | 65 |
|
|
2024
Q2 | $8.04K | Hold |
5
| – | – | ﹤0.01% | 56 |
|
|
2024
Q1 | $6.63K | Sell |
5
-4
| -44% | -$5.3K | ﹤0.01% | 60 |
|
|
2023
Q4 | $10K | Buy |
9
+4
| +80% | +$4.47K | ﹤0.01% | 60 |
|
|
2023
Q3 | $4.15K | Hold |
5
| – | – | ﹤0.01% | 55 |
|
|
2023
Q2 | $4.34K | Buy |
+5
| New | +$4.34K | ﹤0.01% | 56 |
|
|
2018
Q4 | – | Sell |
-23
| Closed | -$6K | – | 56 |
|
|
2018
Q3 | $6K | Buy |
+23
| New | +$6K | ﹤0.01% | 145 |
|