OWA
Opal Wealth Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $757K | Buy |
2,748
+650
| +31% | +$179K | 0.21% | 57 |
|
|
2025
Q1 | $351K | Sell |
2,098
-266
| -11% | -$44.5K | 0.11% | 107 |
|
|
2024
Q4 | $548K | Buy |
2,364
+151
| +7% | +$35K | 0.16% | 85 |
|
|
2024
Q3 | $382K | Buy |
2,213
+1,953
| +751% | +$337K | 0.12% | 100 |
|
|
2024
Q2 | $417K | Sell |
260
-84
| -24% | -$135K | 0.13% | 89 |
|
|
2024
Q1 | $455K | Sell |
344
-88
| -20% | -$116K | 0.15% | 87 |
|
|
2023
Q4 | $482K | Sell |
432
-3
| -0.7% | -$3.35K | 0.19% | 82 |
|
|
2023
Q3 | $361K | Buy |
435
+10
| +2% | +$8.3K | 0.21% | 80 |
|
|
2023
Q2 | $368K | Buy |
425
+51
| +14% | +$44.2K | 0.18% | 74 |
|
|
2023
Q1 | $240K | Buy |
+374
| New | +$240K | 0.14% | 94 |
|
|
2022
Q1 | – | Sell |
-339
| Closed | -$225K | – | 106 |
|
|
2021
Q4 | $225K | Buy |
+339
| New | +$225K | 0.14% | 110 |
|