OPOWM
One Plus One Wealth Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $982K | Sell |
3,563
-45
| -1% | -$12.4K | 0.54% | 44 |
|
|
2025
Q1 | $604K | Sell |
3,608
-614
| -15% | -$103K | 0.33% | 56 |
|
|
2024
Q4 | $979K | Buy |
4,222
+85
| +2% | +$19.7K | 0.57% | 42 |
|
|
2024
Q3 | $714K | Buy |
4,137
+3,709
| +867% | +$640K | 0.42% | 49 |
|
|
2024
Q2 | $687K | Buy |
428
+67
| +19% | +$108K | 0.39% | 49 |
|
|
2024
Q1 | $478K | Sell |
361
-79
| -18% | -$105K | 0.27% | 65 |
|
|
2023
Q4 | $491K | Sell |
440
-10
| -2% | -$11.2K | 0.3% | 56 |
|
|
2023
Q3 | $374K | Sell |
450
-32
| -7% | -$26.6K | 0.24% | 61 |
|
|
2023
Q2 | $418K | Sell |
482
-63
| -12% | -$54.6K | 0.27% | 59 |
|
|
2023
Q1 | $350K | Sell |
545
-37
| -6% | -$23.7K | 0.25% | 59 |
|
|
2022
Q4 | $325K | Hold |
582
| – | – | 0.23% | 70 |
|
|
2022
Q3 | $258K | Sell |
582
-17
| -3% | -$7.54K | 0.21% | 74 |
|
|
2022
Q2 | $291K | Buy |
599
+39
| +7% | +$18.9K | 0.22% | 71 |
|
|
2022
Q1 | $353K | Sell |
560
-34
| -6% | -$21.4K | 0.23% | 63 |
|
|
2021
Q4 | $395K | Hold |
594
| – | – | 0.27% | 57 |
|
|
2021
Q3 | $288K | Hold |
594
| – | – | 0.21% | 66 |
|
|
2021
Q2 | $283K | Buy |
594
+5
| +0.8% | +$2.38K | 0.2% | 62 |
|
|
2021
Q1 | $273K | Buy |
+589
| New | +$273K | 0.21% | 65 |
|