QPWM
Quadrant Private Wealth Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.89M | Buy |
32,264
+877
| +3% | +$242K | 1.84% | 12 |
|
|
2025
Q1 | $5.26M | Buy |
31,387
+266
| +0.9% | +$44.5K | 1.31% | 20 |
|
|
2024
Q4 | $7.22M | Buy |
31,121
+5,048
| +19% | +$1.17M | 1.77% | 10 |
|
|
2024
Q3 | $4.5M | Buy |
26,073
+23,467
| +900% | +$4.05M | 1.11% | 23 |
|
|
2024
Q2 | $4.18M | Buy |
2,606
+40
| +2% | +$64.2K | 0.96% | 25 |
|
|
2024
Q1 | $3.4M | Buy |
2,566
+1
| +0% | +$1.33K | 0.86% | 31 |
|
|
2023
Q4 | $2.86M | Sell |
2,565
-15
| -0.6% | -$16.7K | 0.79% | 35 |
|
|
2023
Q3 | $2.14M | Sell |
2,580
-34
| -1% | -$28.2K | 0.72% | 37 |
|
|
2023
Q2 | $2.27M | Sell |
2,614
-84
| -3% | -$72.9K | 0.66% | 38 |
|
|
2023
Q1 | $1.73M | Sell |
2,698
-71
| -3% | -$45.5K | 0.54% | 53 |
|
|
2022
Q4 | $1.55M | Buy |
+2,769
| New | +$1.55M | 0.52% | 54 |
|
|
2022
Q2 | $1.35M | Sell |
2,786
-5
| -0.2% | -$2.43K | 0.56% | 51 |
|
|
2022
Q1 | $1.76M | Sell |
2,791
-118
| -4% | -$74.3K | 0.66% | 42 |
|
|
2021
Q4 | $1.94M | Sell |
2,909
-4
| -0.1% | -$2.66K | 0.72% | 39 |
|
|
2021
Q3 | $1.41M | Hold |
2,913
| – | – | 0.58% | 42 |
|
|
2021
Q2 | $1.39M | Sell |
2,913
-2
| -0.1% | -$954 | 0.56% | 44 |
|
|
2021
Q1 | $1.35M | Sell |
2,915
-2
| -0.1% | -$928 | 0.59% | 46 |
|
|
2020
Q4 | $1.28M | Sell |
2,917
-1,560
| -35% | -$683K | 0.57% | 46 |
|
|
2020
Q3 | $1.63M | Buy |
4,477
+21
| +0.5% | +$7.65K | 0.82% | 31 |
|
|
2020
Q2 | $1.41M | Buy |
4,456
+1,750
| +65% | +$552K | 0.81% | 32 |
|
|
2020
Q1 | $642K | Buy |
+2,706
| New | +$642K | 0.54% | 52 |
|