SWM
Scissortail Wealth Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.39M | Buy |
34,081
+497
| +1% | +$137K | 2.26% | 15 |
|
|
2025
Q1 | $5.62M | Sell |
33,584
-3,349
| -9% | -$561K | 1.44% | 22 |
|
|
2024
Q4 | $8.56M | Buy |
36,933
+36,542
| +9,346% | +$8.47M | 2.19% | 12 |
|
|
2024
Q3 | $6.63M | Sell |
391
-3,983
| -91% | -$67.6M | 1.61% | 19 |
|
|
2024
Q2 | $7.02M | Sell |
4,374
-74
| -2% | -$119K | 1.79% | 15 |
|
|
2024
Q1 | $5.9M | Sell |
4,448
-805
| -15% | -$1.07M | 1.56% | 22 |
|
|
2023
Q4 | $6.4M | Buy |
5,253
+810
| +18% | +$986K | 2.03% | 15 |
|
|
2023
Q3 | $3.79M | Buy |
4,443
+58
| +1% | +$49.5K | 2.99% | 14 |
|
|
2023
Q2 | $3.95M | Sell |
4,385
-1,335
| -23% | -$1.2M | 3.24% | 11 |
|
|
2023
Q1 | $3.67M | Sell |
5,720
-777
| -12% | -$499K | 3.31% | 9 |
|
|
2022
Q4 | $3.85M | Buy |
6,497
+1,064
| +20% | +$631K | 2.23% | 13 |
|
|
2022
Q3 | $2.48M | Buy |
+5,433
| New | +$2.48M | 1.29% | 29 |
|
|
2022
Q2 | – | Sell |
-5,177
| Closed | -$2.89M | – | 125 |
|
|
2022
Q1 | $2.89M | Buy |
+5,177
| New | +$2.89M | 1.42% | 24 |
|