Paces Ferry Wealth Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Sell |
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|
2025
Q1 | $849K | Sell |
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|
2024
Q4 | $1.18M | Sell |
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|
2024
Q3 | $924K | Sell |
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|
2024
Q2 | $872K | Sell |
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|
2024
Q1 | $781K | Sell |
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|
2023
Q4 | $666K | Buy |
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|
2023
Q3 | $451K | Sell |
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|
2023
Q2 | $514K | Sell |
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|
2023
Q1 | $395K | Buy |
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|
2022
Q4 | $338K | Sell |
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|
2022
Q3 | $270K | Buy |
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|
2022
Q2 | $295K | Hold |
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|
2022
Q1 | $382K | Sell |
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|
2021
Q4 | $406K | Sell |
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|
2021
Q3 | $309K | Sell |
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|
2021
Q2 | $307K | Buy |
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|
2021
Q1 | $273K | Hold |
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|
2020
Q4 | $258K | Buy |
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|
2020
Q3 | $189K | Buy |
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