SOA Wealth Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $724K | Buy |
|
|||||
|
2025
Q2 | $456K | Sell |
|
|||||
|
2025
Q1 | $248K | Buy |
|
|||||
|
2024
Q4 | $245K | Buy |
|
|||||
|
2024
Q3 | $121K | Buy |
|
|||||
|
2024
Q2 | $111K | Buy |
|
|||||
|
2024
Q1 | $47.7K | Buy |
|
|||||
|
2023
Q4 | $38K | Buy |
|
|||||
|
2023
Q3 | $27.4K | Hold |
|
|||||
|
2023
Q2 | $28.6K | Hold |
|
|||||
|
2023
Q1 | $21.2K | Hold |
|
|||||
|
2022
Q4 | $18.5K | Hold |
|
|||||
|
2022
Q3 | $14K | Hold |
|
|||||
|
2022
Q2 | $16K | Hold |
|
|||||
|
2022
Q1 | $20K | Hold |
|
|||||
|
2021
Q4 | $21K | Hold |
|
|||||
|
2021
Q3 | $16K | Sell |
|
|||||
|
2021
Q2 | $16K | Sell |
|
|||||
|
2021
Q1 | $19K | Buy |
|
|||||
|
2020
Q4 | $15K | Buy |
|