OWA
ORBA Wealth Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,800
| Closed | -$636K | – | 76 |
|
|
2025
Q1 | $636K | Hold |
3,800
| – | – | 0.32% | 53 |
|
|
2024
Q4 | $881K | Hold |
3,800
| – | – | 0.46% | 44 |
|
|
2024
Q3 | $656K | Buy |
3,800
+3,420
| +900% | +$590K | 0.33% | 49 |
|
|
2024
Q2 | $610K | Buy |
380
+24
| +7% | +$38.5K | 0.32% | 50 |
|
|
2024
Q1 | $472K | Hold |
356
| – | – | 0.26% | 62 |
|
|
2023
Q4 | $397K | Buy |
+356
| New | +$397K | 0.24% | 63 |
|