PWMG
Prestige Wealth Management Group’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.43M | Sell |
12,458
-256
| -2% | -$70.6K | 0.7% | 29 |
|
|
2025
Q1 | $2.13M | Buy |
12,714
+2,805
| +28% | +$470K | 0.46% | 39 |
|
|
2024
Q4 | $2.3M | Buy |
9,909
+117
| +1% | +$27.1K | 0.48% | 39 |
|
|
2024
Q3 | $1.69M | Buy |
9,792
+8,858
| +948% | +$1.53M | 0.35% | 45 |
|
|
2024
Q2 | $1.5M | Sell |
934
-21
| -2% | -$33.7K | 0.32% | 46 |
|
|
2024
Q1 | $1.27M | Sell |
955
-11
| -1% | -$14.6K | 0.27% | 51 |
|
|
2023
Q4 | $1.08M | Buy |
966
+32
| +3% | +$35.7K | 0.24% | 51 |
|
|
2023
Q3 | $776K | Buy |
934
+5
| +0.5% | +$4.15K | 0.19% | 58 |
|
|
2023
Q2 | $806K | Sell |
929
-49
| -5% | -$42.5K | 0.19% | 59 |
|
|
2023
Q1 | $628K | Sell |
978
-479
| -33% | -$307K | 0.16% | 72 |
|
|
2022
Q4 | $815K | Buy |
1,457
+629
| +76% | +$352K | 0.21% | 61 |
|
|
2022
Q3 | $368K | Buy |
828
+79
| +11% | +$35.1K | 0.1% | 95 |
|
|
2022
Q2 | $363K | Buy |
749
+145
| +24% | +$70.3K | 0.1% | 94 |
|
|
2022
Q1 | $380K | Buy |
604
+35
| +6% | +$22K | 0.09% | 100 |
|
|
2021
Q4 | $379K | Buy |
569
+62
| +12% | +$41.3K | 0.09% | 91 |
|
|
2021
Q3 | $246K | Sell |
507
-577
| -53% | -$280K | 0.06% | 120 |
|
|
2021
Q2 | $517K | Buy |
1,084
+1,005
| +1,272% | +$479K | 0.14% | 64 |
|
|
2021
Q1 | $36K | Buy |
79
+4
| +5% | +$1.82K | 0.01% | 282 |
|
|
2020
Q4 | $33K | Sell |
75
-45
| -38% | -$19.8K | 0.01% | 289 |
|
|
2020
Q3 | $44K | Buy |
120
+77
| +179% | +$28.2K | 0.01% | 264 |
|
|
2020
Q2 | $14K | Sell |
43
-771
| -95% | -$251K | ﹤0.01% | 379 |
|
|
2020
Q1 | $193K | Buy |
814
+269
| +49% | +$63.8K | 0.08% | 82 |
|
|
2019
Q4 | $172K | Buy |
545
+53
| +11% | +$16.7K | 0.09% | 127 |
|
|
2019
Q3 | $136K | Hold |
492
| – | – | 0.08% | 131 |
|
|
2019
Q2 | $141K | Buy |
492
+9
| +2% | +$2.58K | 0.09% | 125 |
|
|
2019
Q1 | $146K | Sell |
483
-111
| -19% | -$33.6K | 0.09% | 124 |
|
|
2018
Q4 | $151K | Buy |
+594
| New | +$151K | 0.11% | 120 |
|