SWA
SOA Wealth Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $456K | Sell |
16,420
-1,801
| -10% | -$50K | 0.09% | 126 |
|
|
2025
Q1 | $248K | Buy |
18,221
+17,165
| +1,625% | +$234K | 0.05% | 168 |
|
|
2024
Q4 | $245K | Buy |
1,056
+355
| +51% | +$82.3K | 0.05% | 163 |
|
|
2024
Q3 | $121K | Buy |
701
+632
| +916% | +$109K | 0.02% | 234 |
|
|
2024
Q2 | $111K | Buy |
69
+33
| +92% | +$53K | 0.02% | 239 |
|
|
2024
Q1 | $47.7K | Buy |
36
+2
| +6% | +$2.65K | 0.01% | 311 |
|
|
2023
Q4 | $38K | Buy |
34
+1
| +3% | +$1.12K | 0.01% | 326 |
|
|
2023
Q3 | $27.4K | Hold |
33
| – | – | 0.01% | 364 |
|
|
2023
Q2 | $28.6K | Hold |
33
| – | – | 0.01% | 371 |
|
|
2023
Q1 | $21.2K | Hold |
33
| – | – | 0.01% | 415 |
|
|
2022
Q4 | $18.5K | Hold |
33
| – | – | 0.01% | 417 |
|
|
2022
Q3 | $14K | Hold |
33
| – | – | ﹤0.01% | 448 |
|
|
2022
Q2 | $16K | Hold |
33
| – | – | ﹤0.01% | 417 |
|
|
2022
Q1 | $20K | Hold |
33
| – | – | ﹤0.01% | 461 |
|
|
2021
Q4 | $21K | Hold |
33
| – | – | 0.01% | 436 |
|
|
2021
Q3 | $16K | Sell |
33
-1
| -3% | -$485 | ﹤0.01% | 484 |
|
|
2021
Q2 | $16K | Sell |
34
-9
| -21% | -$4.24K | ﹤0.01% | 484 |
|
|
2021
Q1 | $19K | Buy |
43
+10
| +30% | +$4.42K | 0.01% | 412 |
|
|
2020
Q4 | $15K | Buy |
+33
| New | +$15K | ﹤0.01% | 446 |
|