PWS
Precision Wealth Strategies’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Sell |
4,653
-10,734
| -70% | -$2.96M | 0.42% | 53 |
|
|
2025
Q1 | $2.58M | Buy |
15,387
+2,680
| +21% | +$449K | 1.97% | 18 |
|
|
2024
Q4 | $2.95M | Buy |
12,707
+845
| +7% | +$196K | 2.28% | 13 |
|
|
2024
Q3 | $2.05M | Buy |
11,862
+10,773
| +989% | +$1.86M | 1.89% | 14 |
|
|
2024
Q2 | $1.75M | Sell |
1,089
-64
| -6% | -$103K | 1.81% | 14 |
|
|
2024
Q1 | $1.53M | Buy |
1,153
+49
| +4% | +$64.9K | 1.44% | 16 |
|
|
2023
Q4 | $1.23M | Buy |
1,104
+8
| +0.7% | +$8.93K | 1.2% | 11 |
|
|
2023
Q3 | $910K | Buy |
1,096
+586
| +115% | +$487K | 0.99% | 16 |
|
|
2023
Q2 | $442K | Sell |
510
-145
| -22% | -$126K | 0.72% | 31 |
|
|
2023
Q1 | $420K | Sell |
655
-44
| -6% | -$28.2K | 0.66% | 34 |
|
|
2022
Q4 | $391K | Sell |
699
-1,146
| -62% | -$641K | 0.41% | 55 |
|
|
2022
Q3 | $842K | Buy |
1,845
+117
| +7% | +$53.4K | 0.74% | 23 |
|
|
2022
Q2 | $832K | Buy |
1,728
+191
| +12% | +$92K | 0.65% | 25 |
|
|
2022
Q1 | $968K | Buy |
1,537
+457
| +42% | +$288K | 0.57% | 29 |
|
|
2021
Q4 | $719K | Buy |
+1,080
| New | +$719K | 0.52% | 48 |
|