SWM
Segment Wealth Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $52.2M | Sell |
189,272
-8,131
| -4% | -$2.24M | 3.31% | 3 |
|
|
2025
Q1 | $33.1M | Sell |
197,403
-5,940
| -3% | -$995K | 2.24% | 7 |
|
|
2024
Q4 | $47.1M | Sell |
203,343
-5,002
| -2% | -$1.16M | 3.21% | 4 |
|
|
2024
Q3 | $35.9M | Buy |
208,345
+184,982
| +792% | +$31.9M | 2.47% | 6 |
|
|
2024
Q2 | $37.5M | Sell |
23,363
-796
| -3% | -$1.28M | 2.77% | 6 |
|
|
2024
Q1 | $32M | Sell |
24,159
-1,560
| -6% | -$2.07M | 2.43% | 6 |
|
|
2023
Q4 | $28.7M | Sell |
25,719
-181
| -0.7% | -$202K | 2.54% | 5 |
|
|
2023
Q3 | $21.5M | Buy |
25,900
+64
| +0.2% | +$53.2K | 2.19% | 6 |
|
|
2023
Q2 | $22.4M | Sell |
25,836
-412
| -2% | -$357K | 2.3% | 6 |
|
|
2023
Q1 | $16.8M | Buy |
26,248
+90
| +0.3% | +$57.7K | 1.9% | 7 |
|
|
2022
Q4 | $14.6M | Sell |
26,158
-41
| -0.2% | -$22.9K | 1.69% | 8 |
|
|
2022
Q3 | $11.6M | Buy |
26,199
+1,161
| +5% | +$516K | 1.45% | 13 |
|
|
2022
Q2 | $12.2M | Buy |
25,038
+340
| +1% | +$165K | 1.54% | 10 |
|
|
2022
Q1 | $15.6M | Buy |
24,698
+940
| +4% | +$592K | 1.6% | 8 |
|
|
2021
Q4 | $15.8M | Buy |
23,758
+580
| +3% | +$386K | 1.66% | 8 |
|
|
2021
Q3 | $11.2M | Buy |
23,178
+129
| +0.6% | +$62.6K | 1.33% | 13 |
|
|
2021
Q2 | $11M | Buy |
23,049
+585
| +3% | +$279K | 1.3% | 12 |
|
|
2021
Q1 | $10.4M | Buy |
22,464
+306
| +1% | +$142K | 1.38% | 10 |
|
|
2020
Q4 | $9.7M | Sell |
22,158
-1,083
| -5% | -$474K | 1.4% | 10 |
|
|
2020
Q3 | $8.47M | Buy |
23,241
+806
| +4% | +$294K | 1.38% | 13 |
|
|
2020
Q2 | $7.08M | Buy |
22,435
+350
| +2% | +$110K | 1.31% | 17 |
|
|
2020
Q1 | $5.24M | Buy |
22,085
+1,783
| +9% | +$423K | 1.17% | 28 |
|
|
2019
Q4 | $6.42M | Buy |
20,302
+402
| +2% | +$127K | 1.08% | 24 |
|
|
2019
Q3 | $5.49M | Buy |
19,900
+473
| +2% | +$131K | 1.07% | 28 |
|
|
2019
Q2 | $5.59M | Buy |
19,427
+414
| +2% | +$119K | 1.14% | 25 |
|
|
2019
Q1 | $5.72M | Buy |
19,013
+598
| +3% | +$180K | 1.21% | 19 |
|
|
2018
Q4 | $4.68M | Buy |
18,415
+1,389
| +8% | +$353K | 1.18% | 22 |
|
|
2018
Q3 | $4.2M | Buy |
17,026
+917
| +6% | +$226K | 0.92% | 36 |
|
|
2018
Q2 | $3.91M | Buy |
+16,109
| New | +$3.91M | 0.92% | 40 |
|
|
2018
Q1 | – | Sell |
-14,816
| Closed | -$3.81M | – | 199 |
|
|
2017
Q4 | $3.81M | Buy |
14,816
+256
| +2% | +$65.8K | 0.92% | 35 |
|
|
2017
Q3 | $3.53M | Buy |
14,560
+530
| +4% | +$129K | 0.94% | 30 |
|
|
2017
Q2 | $3.27M | Buy |
14,030
+810
| +6% | +$189K | 0.9% | 33 |
|
|
2017
Q1 | $2.9M | Buy |
+13,220
| New | +$2.9M | 0.94% | 34 |
|