SWA
SFMG Wealth Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.76M | Buy |
17,253
+356
| +2% | +$98.1K | 0.36% | 41 |
|
|
2025
Q1 | $2.83M | Buy |
16,897
+1,268
| +8% | +$212K | 0.22% | 56 |
|
|
2024
Q4 | $3.62M | Sell |
15,629
-66
| -0.4% | -$15.3K | 0.29% | 48 |
|
|
2024
Q3 | $2.71M | Buy |
15,695
+14,507
| +1,221% | +$2.5M | 0.22% | 55 |
|
|
2024
Q2 | $1.91M | Sell |
1,188
-17
| -1% | -$27.3K | 0.17% | 67 |
|
|
2024
Q1 | $1.6M | Buy |
1,205
+10
| +0.8% | +$13.3K | 0.14% | 76 |
|
|
2023
Q4 | $1.33M | Buy |
1,195
+12
| +1% | +$13.4K | 0.12% | 81 |
|
|
2023
Q3 | $983K | Sell |
1,183
-126
| -10% | -$105K | 0.1% | 86 |
|
|
2023
Q2 | $1.14M | Sell |
1,309
-159
| -11% | -$138K | 0.12% | 82 |
|
|
2023
Q1 | $942K | Buy |
1,468
+643
| +78% | +$412K | 0.1% | 91 |
|
|
2022
Q4 | $461K | Buy |
825
+28
| +4% | +$15.7K | 0.05% | 139 |
|
|
2022
Q3 | $343K | Buy |
797
+214
| +37% | +$92.1K | 0.04% | 160 |
|
|
2022
Q2 | $283K | Buy |
583
+150
| +35% | +$72.8K | 0.03% | 185 |
|
|
2022
Q1 | $273K | Buy |
+433
| New | +$273K | 0.03% | 216 |
|