OneAscent Wealth Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $377K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $701K | Sell |
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|
2024
Q2 | $654K | Sell |
|
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|
2024
Q1 | $561K | Sell |
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|
2023
Q4 | $604K | Buy |
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|
2023
Q3 | $280K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $261K | Buy |
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|
2022
Q2 | $240K | Buy |
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|
2022
Q1 | $290K | Sell |
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|
2021
Q4 | $312K | Sell |
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|
2021
Q3 | $531K | Buy |
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