SW
SkyOak Wealth’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Sell |
4,592
-678
| -13% | -$187K | 0.25% | 70 |
|
|
2025
Q1 | $882K | Sell |
5,270
-5,600
| -52% | -$938K | 0.19% | 84 |
|
|
2024
Q4 | $2.52M | Hold |
10,870
| – | – | 0.54% | 51 |
|
|
2024
Q3 | $1.88M | Buy |
10,870
+9,783
| +900% | +$1.69M | 0.42% | 60 |
|
|
2024
Q2 | $1.75M | Buy |
1,087
+19
| +2% | +$30.5K | 0.41% | 59 |
|
|
2024
Q1 | $1.42M | Sell |
1,068
-1,050
| -50% | -$1.39M | 0.34% | 63 |
|
|
2023
Q4 | $2.36M | Hold |
2,118
| – | – | 0.62% | 41 |
|
|
2023
Q3 | $1.76M | Sell |
2,118
-8
| -0.4% | -$6.65K | 0.51% | 52 |
|
|
2023
Q2 | $1.84M | Hold |
2,126
| – | – | 0.52% | 51 |
|
|
2023
Q1 | $1.36M | Buy |
2,126
+51
| +2% | +$32.7K | 0.42% | 59 |
|
|
2022
Q4 | $1.16M | Hold |
2,075
| – | – | 0.39% | 63 |
|
|
2022
Q3 | $921K | Buy |
2,075
+630
| +44% | +$280K | 0.33% | 74 |
|
|
2022
Q2 | $702K | Hold |
1,445
| – | – | 0.24% | 94 |
|
|
2022
Q1 | $910K | Hold |
1,445
| – | – | 0.25% | 91 |
|
|
2021
Q4 | $962K | Buy |
+1,445
| New | +$962K | 0.24% | 93 |
|