PWA
Phoenix Wealth Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.65M | Sell |
13,234
-800
| -6% | -$221K | 1.53% | 18 |
|
|
2025
Q1 | $2.35M | Sell |
14,034
-3,494
| -20% | -$585K | 1.02% | 33 |
|
|
2024
Q4 | $4.06M | Sell |
17,528
-681
| -4% | -$158K | 1.76% | 17 |
|
|
2024
Q3 | $3.14M | Buy |
18,209
+15,959
| +709% | +$2.75M | 1.46% | 18 |
|
|
2024
Q2 | $3.61M | Sell |
2,250
-158
| -7% | -$254K | 1.81% | 13 |
|
|
2024
Q1 | $3.19M | Sell |
2,408
-475
| -16% | -$630K | 1.94% | 18 |
|
|
2023
Q4 | $3.13M | Buy |
2,883
+28
| +1% | +$30.4K | 2.18% | 13 |
|
|
2023
Q3 | $2.37M | Buy |
2,855
+77
| +3% | +$64K | 1.39% | 22 |
|
|
2023
Q2 | $2.41M | Sell |
2,778
-1,758
| -39% | -$1.52M | 1.4% | 20 |
|
|
2023
Q1 | $2.91M | Sell |
4,536
-1,049
| -19% | -$673K | 1.8% | 13 |
|
|
2022
Q4 | $3.12M | Buy |
5,585
+11
| +0.2% | +$6.15K | 1.88% | 10 |
|
|
2022
Q3 | $2.48M | Sell |
5,574
-3
| -0.1% | -$1.33K | 2.48% | 13 |
|
|
2022
Q2 | $2.71M | Sell |
5,577
-29
| -0.5% | -$14.1K | 2.67% | 10 |
|
|
2022
Q1 | $3.38M | Buy |
+5,606
| New | +$3.38M | 3.49% | 4 |
|
|
2021
Q4 | – | Sell |
-65
| Closed | -$32K | – | 140 |
|
|
2021
Q3 | $32K | Hold |
65
| – | – | 0.02% | 226 |
|
|
2021
Q2 | $31K | Buy |
65
+8
| +14% | +$3.82K | 0.02% | 220 |
|
|
2021
Q1 | $27K | Buy |
57
+38
| +200% | +$18K | 0.02% | 234 |
|
|
2020
Q4 | $8K | Buy |
+19
| New | +$8K | 0.01% | 301 |
|