SPWG
Sage Private Wealth Group’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.53M | Sell |
5,545
-213
| -4% | -$58.7K | 0.98% | 11 |
|
|
2025
Q1 | $964K | Sell |
5,758
-338
| -6% | -$56.6K | 0.73% | 13 |
|
|
2024
Q4 | $1.41M | Buy |
6,096
+45
| +0.7% | +$10.4K | 1.06% | 10 |
|
|
2024
Q3 | $1.04M | Buy |
6,051
+5,452
| +910% | +$941K | 0.82% | 10 |
|
|
2024
Q2 | $963K | Buy |
599
+19
| +3% | +$30.5K | 0.81% | 11 |
|
|
2024
Q1 | $769K | Buy |
580
+52
| +10% | +$69K | 0.62% | 17 |
|
|
2023
Q4 | $590K | Sell |
528
-13
| -2% | -$14.5K | 0.53% | 19 |
|
|
2023
Q3 | $450K | Buy |
541
+1
| +0.2% | +$831 | 0.62% | 15 |
|
|
2023
Q2 | $468K | Buy |
540
+1
| +0.2% | +$868 | 0.64% | 14 |
|
|
2023
Q1 | $346K | Sell |
539
-42
| -7% | -$27K | 0.4% | 25 |
|
|
2022
Q4 | $325K | Sell |
581
-97
| -14% | -$54.3K | 0.39% | 32 |
|
|
2022
Q3 | $301K | Buy |
678
+346
| +104% | +$154K | 0.4% | 31 |
|
|
2022
Q2 | $161K | Buy |
332
+133
| +67% | +$64.5K | 0.23% | 52 |
|
|
2022
Q1 | $125K | Buy |
199
+114
| +134% | +$71.6K | 0.12% | 66 |
|
|
2021
Q4 | $56K | Hold |
85
| – | – | 0.07% | 78 |
|
|
2021
Q3 | $41K | Hold |
85
| – | – | 0.06% | 90 |
|
|
2021
Q2 | $41K | Hold |
85
| – | – | 0.06% | 90 |
|
|
2021
Q1 | $39K | Hold |
85
| – | – | 0.07% | 93 |
|
|
2020
Q4 | $37K | Buy |
+85
| New | +$37K | 0.1% | 80 |
|