OWA
Outlook Wealth Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.19M | Buy |
7,938
+60
| +0.8% | +$16.5K | 0.56% | 31 |
|
|
2025
Q1 | $1.32M | Sell |
7,878
-60
| -0.8% | -$10K | 0.37% | 54 |
|
|
2024
Q4 | $1.84M | Buy |
7,938
+141
| +2% | +$32.7K | 0.53% | 37 |
|
|
2024
Q3 | $1.34M | Buy |
7,797
+7,025
| +910% | +$1.21M | 0.39% | 52 |
|
|
2024
Q2 | $1.24M | Sell |
772
-289
| -27% | -$464K | 0.39% | 49 |
|
|
2024
Q1 | $1.41M | Buy |
1,061
+523
| +97% | +$693K | 0.43% | 47 |
|
|
2023
Q4 | $601K | Buy |
538
+43
| +9% | +$48K | 0.21% | 104 |
|
|
2023
Q3 | $411K | Buy |
495
+66
| +15% | +$54.9K | 0.16% | 135 |
|
|
2023
Q2 | $372K | Buy |
+429
| New | +$372K | 0.14% | 146 |
|
|
2022
Q2 | – | Sell |
-428
| Closed | -$269K | – | 188 |
|
|
2022
Q1 | $269K | Buy |
+428
| New | +$269K | 0.09% | 170 |
|
|
2021
Q4 | – | Sell |
-421
| Closed | -$204K | – | 205 |
|
|
2021
Q3 | $204K | Buy |
+421
| New | +$204K | 0.07% | 204 |
|
|
2021
Q2 | – | Sell |
-444
| Closed | -$206K | – | 212 |
|
|
2021
Q1 | $206K | Sell |
444
-39
| -8% | -$18.1K | 0.07% | 181 |
|
|
2020
Q4 | $211K | Buy |
+483
| New | +$211K | 0.08% | 177 |
|
|
2019
Q4 | – | Sell |
-919
| Closed | -$254K | – | 144 |
|
|
2019
Q3 | $254K | Sell |
919
-24
| -3% | -$6.63K | 0.15% | 144 |
|
|
2019
Q2 | $271K | Buy |
943
+87
| +10% | +$25K | 0.18% | 133 |
|
|
2019
Q1 | $257K | Buy |
856
+758
| +773% | +$228K | 0.21% | 123 |
|
|
2018
Q4 | $250K | Buy |
+98
| New | +$250K | 0.11% | 155 |
|