PFWA
Paces Ferry Wealth Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Sell |
4,824
-244
| -5% | -$67.3K | 0.61% | 36 |
|
|
2025
Q1 | $849K | Sell |
5,068
-6
| -0.1% | -$1.01K | 0.42% | 44 |
|
|
2024
Q4 | $1.18M | Sell |
5,074
-282
| -5% | -$65.4K | 0.57% | 36 |
|
|
2024
Q3 | $924K | Buy |
5,356
+4,813
| +886% | +$830K | 0.53% | 41 |
|
|
2024
Q2 | $872K | Sell |
543
-46
| -8% | -$73.9K | 0.53% | 39 |
|
|
2024
Q1 | $781K | Sell |
589
-8
| -1% | -$10.6K | 0.5% | 44 |
|
|
2023
Q4 | $666K | Buy |
597
+54
| +10% | +$60.2K | 0.46% | 48 |
|
|
2023
Q3 | $451K | Sell |
543
-49
| -8% | -$40.7K | 0.36% | 58 |
|
|
2023
Q2 | $514K | Sell |
592
-24
| -4% | -$20.8K | 0.39% | 52 |
|
|
2023
Q1 | $395K | Buy |
616
+12
| +2% | +$7.69K | 0.32% | 66 |
|
|
2022
Q4 | $338K | Sell |
604
-5
| -0.8% | -$2.8K | 0.33% | 73 |
|
|
2022
Q3 | $270K | Buy |
609
+3
| +0.5% | +$1.33K | 0.3% | 76 |
|
|
2022
Q2 | $295K | Hold |
606
| – | – | 0.29% | 75 |
|
|
2022
Q1 | $382K | Sell |
606
-4
| -0.7% | -$2.52K | 0.3% | 69 |
|
|
2021
Q4 | $406K | Sell |
610
-27
| -4% | -$18K | 0.29% | 73 |
|
|
2021
Q3 | $309K | Sell |
637
-6
| -0.9% | -$2.91K | 0.25% | 84 |
|
|
2021
Q2 | $307K | Buy |
643
+55
| +9% | +$26.3K | 0.23% | 87 |
|
|
2021
Q1 | $273K | Hold |
588
| – | – | 0.24% | 91 |
|
|
2020
Q4 | $258K | Buy |
588
+70
| +14% | +$30.7K | 0.24% | 89 |
|
|
2020
Q3 | $189K | Buy |
+518
| New | +$189K | 0.16% | 106 |
|