SSWM
Sheets Smith Wealth Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $968K | Buy |
3,511
+137
| +4% | +$37.8K | 0.11% | 170 |
|
|
2025
Q1 | $565K | Buy |
3,374
+1
| +0% | +$167 | 0.07% | 236 |
|
|
2024
Q4 | $782K | Buy |
3,373
+101
| +3% | +$23.4K | 0.1% | 186 |
|
|
2024
Q3 | $564K | Buy |
3,272
+2,955
| +932% | +$510K | 0.07% | 233 |
|
|
2024
Q2 | $509K | Buy |
317
+29
| +10% | +$46.6K | 0.06% | 238 |
|
|
2024
Q1 | $381K | Buy |
288
+5
| +2% | +$6.62K | 0.04% | 296 |
|
|
2023
Q4 | $316K | Buy |
283
+11
| +4% | +$12.3K | 0.05% | 283 |
|
|
2023
Q3 | $226K | Hold |
272
| – | – | 0.03% | 294 |
|
|
2023
Q2 | $236K | Buy |
+272
| New | +$236K | 0.03% | 298 |
|
|
2019
Q4 | – | Sell |
-2,520
| Closed | -$696K | – | 313 |
|
|
2019
Q3 | $696K | Buy |
2,520
+175
| +7% | +$48.3K | 0.14% | 156 |
|
|
2019
Q2 | $675K | Sell |
2,345
-71
| -3% | -$20.4K | 0.14% | 163 |
|
|
2019
Q1 | $727K | Buy |
+2,416
| New | +$727K | 0.16% | 153 |
|
|
2018
Q1 | – | Sell |
-2,946
| Closed | -$757K | – | 308 |
|
|
2017
Q4 | $757K | Buy |
2,946
+63
| +2% | +$16.2K | 0.18% | 147 |
|
|
2017
Q3 | $699K | Sell |
2,883
-31
| -1% | -$7.52K | 0.18% | 149 |
|
|
2017
Q2 | $679K | Sell |
2,914
-3,211
| -52% | -$748K | 0.18% | 145 |
|
|
2017
Q1 | $1.34M | Sell |
6,125
-44
| -0.7% | -$9.63K | 0.36% | 83 |
|
|
2016
Q4 | $1.09M | Buy |
6,169
+915
| +17% | +$162K | 0.31% | 91 |
|
|
2016
Q3 | $906K | Sell |
5,254
-244
| -4% | -$42.1K | 0.26% | 111 |
|
|
2016
Q2 | $854K | Sell |
5,498
-46
| -0.8% | -$7.15K | 0.25% | 129 |
|
|
2016
Q1 | $857K | Buy |
+5,544
| New | +$857K | 0.26% | 115 |
|
|
2015
Q3 | – | Sell |
-15,670
| Closed | -$2.08M | – | 214 |
|
|
2015
Q2 | $2.08M | Sell |
15,670
-7
| -0% | -$931 | 0.57% | 49 |
|
|
2015
Q1 | $1.99M | Sell |
15,677
-781
| -5% | -$99.2K | 0.55% | 54 |
|
|
2014
Q4 | $1.66M | Buy |
16,458
+565
| +4% | +$56.9K | 0.43% | 66 |
|
|
2014
Q3 | $1.38M | Buy |
15,893
+4,111
| +35% | +$358K | 0.38% | 81 |
|
|
2014
Q2 | $849K | Buy |
11,782
+2,778
| +31% | +$200K | 0.23% | 138 |
|
|
2014
Q1 | $580K | Buy |
+9,004
| New | +$580K | 0.16% | 167 |
|