SAM
Secure Asset Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Sell |
5,158
-1,116
| -18% | -$308K | 0.26% | 96 |
|
|
2025
Q1 | $1.05M | Buy |
6,274
+703
| +13% | +$118K | 0.21% | 118 |
|
|
2024
Q4 | $1.29M | Buy |
5,571
+778
| +16% | +$180K | 0.2% | 117 |
|
|
2024
Q3 | $827K | Buy |
4,793
+4,357
| +999% | +$752K | 0.14% | 146 |
|
|
2024
Q2 | $700K | Buy |
436
+20
| +5% | +$32.1K | 0.13% | 142 |
|
|
2024
Q1 | $551K | Sell |
416
-84
| -17% | -$111K | 0.13% | 128 |
|
|
2023
Q4 | $558K | Buy |
500
+2
| +0.4% | +$2.23K | 0.15% | 118 |
|
|
2023
Q3 | $413K | Buy |
498
+52
| +12% | +$43.2K | 0.12% | 134 |
|
|
2023
Q2 | $387K | Sell |
446
-11
| -2% | -$9.55K | 0.12% | 131 |
|
|
2023
Q1 | $293K | Buy |
457
+26
| +6% | +$16.7K | 0.1% | 149 |
|
|
2022
Q4 | $241K | Sell |
431
-50
| -10% | -$28K | 0.09% | 168 |
|
|
2022
Q3 | $213K | Buy |
481
+23
| +5% | +$10.2K | 0.12% | 138 |
|
|
2022
Q2 | $222K | Sell |
458
-43
| -9% | -$20.8K | 0.12% | 143 |
|
|
2022
Q1 | $316K | Buy |
501
+165
| +49% | +$104K | 0.14% | 138 |
|
|
2021
Q4 | $224K | Buy |
+336
| New | +$224K | 0.09% | 183 |
|