OWA
Octavia Wealth Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.52M | Sell |
9,151
-42
| -0.5% | -$11.6K | 0.29% | 40 |
|
|
2025
Q1 | $1.54M | Sell |
9,193
-395
| -4% | -$66.1K | 0.19% | 57 |
|
|
2024
Q4 | $2.22M | Buy |
9,588
+78
| +0.8% | +$18.1K | 0.27% | 42 |
|
|
2024
Q3 | $1.64M | Buy |
9,510
+8,558
| +899% | +$1.48M | 0.2% | 54 |
|
|
2024
Q2 | $1.53M | Buy |
952
+8
| +0.8% | +$12.8K | 0.21% | 52 |
|
|
2024
Q1 | $1.25M | Sell |
944
-118
| -11% | -$156K | 0.18% | 61 |
|
|
2023
Q4 | $1.19M | Buy |
1,062
+259
| +32% | +$289K | 0.21% | 68 |
|
|
2023
Q3 | $667K | Buy |
803
+15
| +2% | +$12.5K | 0.14% | 82 |
|
|
2023
Q2 | $683K | Sell |
788
-28
| -3% | -$24.3K | 0.14% | 77 |
|
|
2023
Q1 | $524K | Buy |
816
+44
| +6% | +$28.2K | 0.12% | 88 |
|
|
2022
Q4 | $432K | Buy |
772
+3
| +0.4% | +$1.68K | 0.11% | 97 |
|
|
2022
Q3 | $341K | Sell |
769
-11
| -1% | -$4.88K | 0.09% | 118 |
|
|
2022
Q2 | $380K | Sell |
780
-168
| -18% | -$81.8K | 0.1% | 110 |
|
|
2022
Q1 | $597K | Buy |
948
+84
| +10% | +$52.9K | 0.13% | 88 |
|
|
2021
Q4 | $575K | Buy |
864
+29
| +3% | +$19.3K | 0.12% | 92 |
|
|
2021
Q3 | $406K | Buy |
835
+30
| +4% | +$14.6K | 0.1% | 110 |
|
|
2021
Q2 | $384K | Buy |
805
+371
| +85% | +$177K | 0.1% | 111 |
|
|
2021
Q1 | $201K | Buy |
+434
| New | +$201K | 0.06% | 161 |
|