SWM
Sagace Wealth Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $668K | Sell |
2,425
-174
| -7% | -$48K | 0.5% | 40 |
|
|
2025
Q1 | $435K | Sell |
2,599
-1,231
| -32% | -$206K | 0.33% | 50 |
|
|
2024
Q4 | $888K | Buy |
3,830
+951
| +33% | +$220K | 0.66% | 39 |
|
|
2024
Q3 | $525K | Buy |
2,879
+919
| +47% | +$168K | 0.41% | 43 |
|
|
2024
Q2 | $316K | Buy |
+1,960
| New | +$316K | 0.31% | 43 |
|