SWA
Sax Wealth Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.41M | Buy |
8,725
+772
| +10% | +$213K | 0.15% | 89 |
|
|
2025
Q1 | $1.33M | Buy |
7,953
+2,365
| +42% | +$396K | 0.1% | 117 |
|
|
2024
Q4 | $1.3M | Buy |
5,588
+318
| +6% | +$73.7K | 0.1% | 99 |
|
|
2024
Q3 | $909K | Buy |
5,270
+4,867
| +1,208% | +$840K | 0.08% | 101 |
|
|
2024
Q2 | $646K | Buy |
403
+134
| +50% | +$215K | 0.06% | 121 |
|
|
2024
Q1 | $357K | Hold |
269
| – | – | 0.04% | 137 |
|
|
2023
Q4 | $300K | Buy |
269
+3
| +1% | +$3.35K | 0.05% | 146 |
|
|
2023
Q3 | $221K | Buy |
+266
| New | +$221K | 0.04% | 165 |
|