PWAG
Polaris Wealth Advisory Group’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $17.5M | Sell |
21,046
-10,400
| -33% | -$8.64M | 1.33% | 22 |
|
|
2023
Q2 | $27.3M | Buy |
31,446
+7,474
| +31% | +$6.48M | 2.07% | 13 |
|
|
2023
Q1 | $15.4M | Sell |
23,972
-4,498
| -16% | -$2.89M | 1.13% | 29 |
|
|
2022
Q4 | $16.5M | Buy |
+28,470
| New | +$16.5M | 1.23% | 27 |
|
|
2022
Q3 | – | Sell |
-39,285
| Closed | -$19.1M | – | 160 |
|
|
2022
Q2 | $19.1M | Sell |
39,285
-3,612
| -8% | -$1.75M | 1.53% | 28 |
|
|
2022
Q1 | $25.9M | Buy |
+42,897
| New | +$25.9M | 1.73% | 24 |
|
|
2021
Q3 | – | Sell |
-42,894
| Closed | -$20.1M | – | 172 |
|
|
2021
Q2 | $20.1M | Buy |
42,894
+20,928
| +95% | +$9.83M | 1.2% | 33 |
|
|
2021
Q1 | $10.7M | Buy |
+21,966
| New | +$10.7M | 0.68% | 46 |
|
|
2020
Q4 | – | Sell |
-55,945
| Closed | -$20.5M | – | 175 |
|
|
2020
Q3 | $20.5M | Sell |
55,945
-20,026
| -26% | -$7.33M | 1.93% | 14 |
|
|
2020
Q2 | $23.8M | Buy |
+75,971
| New | +$23.8M | 1.88% | 19 |
|
|
2020
Q1 | – | Sell |
-68,485
| Closed | -$21M | – | 121 |
|
|
2019
Q4 | $21M | Buy |
+68,485
| New | +$21M | 1.4% | 36 |
|
|
2019
Q2 | – | Sell |
-5,207
| Closed | -$1.59M | – | 143 |
|
|
2019
Q1 | $1.59M | Buy |
5,207
+2,238
| +75% | +$684K | 0.12% | 88 |
|
|
2018
Q4 | $755K | Buy |
2,969
+1,844
| +164% | +$469K | 0.07% | 89 |
|
|
2018
Q3 | $278K | Buy |
1,125
+1,000
| +800% | +$247K | 0.02% | 136 |
|
|
2018
Q2 | $29K | Sell |
125
-100
| -44% | -$23.2K | ﹤0.01% | 156 |
|
|
2018
Q1 | $53K | Buy |
+225
| New | +$53K | ﹤0.01% | 214 |
|
|
2015
Q4 | – | Sell |
-62,406
| Closed | -$7.8M | – | 141 |
|
|
2015
Q3 | $7.8M | Buy |
62,406
+13,105
| +27% | +$1.64M | 1.6% | 22 |
|
|
2015
Q2 | $6.55M | Buy |
49,301
+9,059
| +23% | +$1.2M | 1.3% | 24 |
|
|
2015
Q1 | $5.11M | Buy |
40,242
+3,072
| +8% | +$390K | 0.93% | 37 |
|
|
2014
Q4 | $3.74M | Sell |
37,170
-1,766
| -5% | -$178K | 0.77% | 28 |
|
|
2014
Q3 | $3.39M | Buy |
38,936
+4,940
| +15% | +$430K | 0.76% | 24 |
|
|
2014
Q2 | $2.45M | Sell |
33,996
-4,560
| -12% | -$329K | 0.55% | 31 |
|
|
2014
Q1 | $2.48M | Buy |
38,556
+5,011
| +15% | +$323K | 0.58% | 26 |
|
|
2013
Q4 | $1.77M | Buy |
+33,545
| New | +$1.77M | 0.44% | 36 |
|