SWM
Seed Wealth Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.5M | Buy |
9,080
+700
| +8% | +$193K | 1.87% | 15 |
|
|
2025
Q1 | $1.4M | Hold |
8,380
| – | – | 1.14% | 21 |
|
|
2024
Q4 | $1.94M | Hold |
8,380
| – | – | 1.57% | 14 |
|
|
2024
Q3 | $1.45M | Buy |
8,380
+7,542
| +900% | +$1.3M | 1.16% | 17 |
|
|
2024
Q2 | $1.35M | Buy |
838
+7
| +0.8% | +$11.2K | 1.17% | 19 |
|
|
2024
Q1 | $1.12M | Hold |
831
| – | – | 1.07% | 25 |
|
|
2023
Q4 | $902K | Buy |
831
+368
| +79% | +$399K | 0.91% | 29 |
|
|
2023
Q3 | $385K | Hold |
463
| – | – | 0.43% | 65 |
|
|
2023
Q2 | $402K | Hold |
463
| – | – | 0.43% | 65 |
|
|
2023
Q1 | $297K | Hold |
463
| – | – | 0.34% | 78 |
|
|
2022
Q4 | $259K | Buy |
+463
| New | +$259K | 0.3% | 85 |
|