OCPWS
One Charles Private Wealth Services’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $804K | Sell |
2,917
-304
| -9% | -$83.8K | 0.23% | 68 |
|
|
2025
Q1 | $539K | Buy |
3,221
+507
| +19% | +$84.9K | 0.17% | 70 |
|
|
2024
Q4 | $629K | Buy |
2,714
+274
| +11% | +$63.5K | 0.21% | 63 |
|
|
2024
Q3 | $421K | Buy |
2,440
+2,196
| +900% | +$379K | 0.16% | 88 |
|
|
2024
Q2 | $392K | Sell |
244
-3
| -1% | -$4.82K | 0.16% | 92 |
|
|
2024
Q1 | $327K | Sell |
247
-36
| -13% | -$47.7K | 0.14% | 103 |
|
|
2023
Q4 | $316K | Buy |
283
+6
| +2% | +$6.7K | 0.17% | 99 |
|
|
2023
Q3 | $230K | Hold |
277
| – | – | 0.13% | 111 |
|
|
2023
Q2 | $240K | Buy |
+277
| New | +$240K | 0.14% | 114 |
|