PWMAG
Pinnacle Wealth Management Advisory Group’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.7M | Sell |
60,650
-1,096
| -2% | -$302K | 1.39% | 18 |
|
|
2025
Q1 | $10.3M | Buy |
61,746
+36
| +0.1% | +$6.03K | 0.96% | 28 |
|
|
2024
Q4 | $14.3M | Buy |
61,710
+948
| +2% | +$220K | 1.34% | 19 |
|
|
2024
Q3 | $10.5M | Buy |
60,762
+54,699
| +902% | +$9.44M | 1% | 27 |
|
|
2024
Q2 | $9.73M | Sell |
6,063
-654
| -10% | -$1.05M | 1% | 26 |
|
|
2024
Q1 | $8.9M | Sell |
6,717
-171
| -2% | -$227K | 0.96% | 27 |
|
|
2023
Q4 | $7.69M | Buy |
6,888
+103
| +2% | +$115K | 0.9% | 28 |
|
|
2023
Q3 | $5.64M | Buy |
6,785
+56
| +0.8% | +$46.5K | 0.73% | 34 |
|
|
2023
Q2 | $5.84M | Buy |
6,729
+327
| +5% | +$284K | 0.73% | 33 |
|
|
2023
Q1 | $4.11M | Buy |
6,402
+4,071
| +175% | +$2.61M | 0.56% | 48 |
|
|
2022
Q4 | $1.3M | Buy |
2,331
+399
| +21% | +$223K | 0.2% | 98 |
|
|
2022
Q3 | $858K | Sell |
1,932
-242
| -11% | -$107K | 0.14% | 111 |
|
|
2022
Q2 | $1.06M | Sell |
2,174
-1,475
| -40% | -$716K | 0.17% | 101 |
|
|
2022
Q1 | $2.3M | Buy |
3,649
+3,215
| +741% | +$2.02M | 0.33% | 72 |
|
|
2021
Q4 | $289K | Sell |
434
-3
| -0.7% | -$2K | 0.05% | 216 |
|
|
2021
Q3 | $212K | Buy |
+437
| New | +$212K | 0.05% | 209 |
|