SWM
SilverOak Wealth Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Buy |
3,784
+2,364
| +166% | +$652K | 0.2% | 45 |
|
|
2025
Q1 | $238K | Hold |
1,420
| – | – | 0.05% | 84 |
|
|
2024
Q4 | $329K | Hold |
1,420
| – | – | 0.07% | 70 |
|
|
2024
Q3 | $245K | Buy |
1,420
+1,278
| +900% | +$220K | 0.05% | 87 |
|
|
2024
Q2 | $228K | Buy |
+142
| New | +$228K | 0.05% | 84 |
|