SWM
SeaCrest Wealth Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.8M | Sell |
75,627
-3,203
| -4% | -$883K | 2.26% | 5 |
|
|
2025
Q1 | $13.2M | Sell |
78,830
-4,043
| -5% | -$677K | 1.49% | 10 |
|
|
2024
Q4 | $19.2M | Sell |
82,873
-1,542
| -2% | -$357K | 2.02% | 7 |
|
|
2024
Q3 | $14.6M | Buy |
84,415
+75,732
| +872% | +$13.1M | 1.57% | 8 |
|
|
2024
Q2 | $13.9M | Buy |
8,683
+566
| +7% | +$909K | 1.59% | 8 |
|
|
2024
Q1 | $10.8M | Sell |
8,117
-15
| -0.2% | -$19.9K | 1.32% | 11 |
|
|
2023
Q4 | $8.53M | Buy |
8,132
+639
| +9% | +$671K | 1.05% | 13 |
|
|
2023
Q3 | $6.22M | Buy |
7,493
+1,274
| +20% | +$1.06M | 0.81% | 19 |
|
|
2023
Q2 | $5.39M | Sell |
6,219
-945
| -13% | -$820K | 0.68% | 20 |
|
|
2023
Q1 | $4.6M | Sell |
7,164
-134
| -2% | -$86K | 0.62% | 23 |
|
|
2022
Q4 | $4.08M | Buy |
7,298
+15
| +0.2% | +$8.39K | 0.59% | 33 |
|
|
2022
Q3 | $3.23M | Buy |
7,283
+66
| +0.9% | +$29.3K | 0.49% | 39 |
|
|
2022
Q2 | $3.51M | Sell |
7,217
-1,319
| -15% | -$641K | 0.44% | 36 |
|
|
2022
Q1 | $5.38M | Sell |
8,536
-321
| -4% | -$202K | 0.62% | 25 |
|
|
2021
Q4 | $5.89M | Buy |
8,857
+45
| +0.5% | +$29.9K | 0.65% | 26 |
|
|
2021
Q3 | $4.27M | Buy |
8,812
+833
| +10% | +$404K | 0.52% | 35 |
|
|
2021
Q2 | $3.81M | Buy |
7,979
+555
| +7% | +$265K | 0.46% | 43 |
|
|
2021
Q1 | $3.44M | Sell |
7,424
-174
| -2% | -$80.7K | 0.46% | 47 |
|
|
2020
Q4 | $3.33M | Buy |
7,598
+658
| +9% | +$288K | 0.47% | 43 |
|
|
2020
Q3 | $2.53M | Buy |
6,940
+282
| +4% | +$103K | 0.41% | 46 |
|
|
2020
Q2 | $2.1M | Sell |
6,658
-661
| -9% | -$209K | 0.36% | 59 |
|
|
2020
Q1 | $1.74M | Buy |
7,319
+209
| +3% | +$49.5K | 0.37% | 60 |
|
|
2019
Q4 | $2.25M | Buy |
7,110
+808
| +13% | +$255K | 0.38% | 63 |
|
|
2019
Q3 | $1.74M | Buy |
6,302
+3,554
| +129% | +$981K | 0.33% | 72 |
|
|
2019
Q2 | $791K | Buy |
2,748
+2,054
| +296% | +$591K | 0.16% | 157 |
|
|
2019
Q1 | $209K | Buy |
694
+149
| +27% | +$44.9K | 0.04% | 448 |
|
|
2018
Q4 | $139K | Sell |
545
-465
| -46% | -$119K | 0.03% | 542 |
|
|
2018
Q3 | $249K | Buy |
1,010
+326
| +48% | +$80.4K | 0.04% | 436 |
|
|
2018
Q2 | $166K | Buy |
684
+37
| +6% | +$8.98K | 0.03% | 555 |
|
|
2018
Q1 | $152K | Buy |
647
+164
| +34% | +$38.5K | 0.03% | 571 |
|
|
2017
Q4 | $124K | Buy |
+483
| New | +$124K | 0.02% | 631 |
|