SVWAG
Sound View Wealth Advisors Group’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.7M | Buy |
64,337
+13,341
| +26% | +$3.68M | 1.31% | 19 |
|
|
2025
Q1 | $8.54M | Sell |
50,996
-1,592
| -3% | -$267K | 0.7% | 37 |
|
|
2024
Q4 | $12.2M | Buy |
52,588
+2,727
| +5% | +$632K | 0.98% | 27 |
|
|
2024
Q3 | $8.6M | Buy |
49,861
+45,308
| +995% | +$7.82M | 0.7% | 37 |
|
|
2024
Q2 | $7.31M | Sell |
4,553
-585
| -11% | -$939K | 0.75% | 34 |
|
|
2024
Q1 | $6.81M | Sell |
5,138
-589
| -10% | -$781K | 0.73% | 39 |
|
|
2023
Q4 | $6.39M | Sell |
5,727
-192
| -3% | -$214K | 0.71% | 39 |
|
|
2023
Q3 | $4.92M | Buy |
5,919
+77
| +1% | +$64K | 0.61% | 42 |
|
|
2023
Q2 | $5.07M | Sell |
5,842
-293
| -5% | -$254K | 0.66% | 39 |
|
|
2023
Q1 | $3.94M | Buy |
6,135
+408
| +7% | +$262K | 0.54% | 46 |
|
|
2022
Q4 | $6.39M | Buy |
5,727
+1,358
| +31% | +$1.52M | 0.71% | 39 |
|
|
2022
Q3 | $1.94M | Buy |
4,369
+22
| +0.5% | +$9.77K | 0.44% | 64 |
|
|
2022
Q2 | $2.11M | Buy |
4,347
+9
| +0.2% | +$4.37K | 0.44% | 62 |
|
|
2022
Q1 | $2.73M | Buy |
4,338
+645
| +17% | +$406K | 0.52% | 52 |
|
|
2021
Q4 | $2.46M | Buy |
3,693
+82
| +2% | +$54.6K | 0.46% | 55 |
|
|
2021
Q3 | $1.75M | Buy |
3,611
+20
| +0.6% | +$9.7K | 0.37% | 68 |
|
|
2021
Q2 | $1.71M | Sell |
3,591
-184
| -5% | -$87.8K | 0.36% | 72 |
|
|
2021
Q1 | $1.75M | Buy |
3,775
+28
| +0.7% | +$13K | 0.41% | 68 |
|
|
2020
Q4 | $1.64M | Sell |
3,747
-220
| -6% | -$96.3K | 0.4% | 68 |
|
|
2020
Q3 | $1.45M | Sell |
3,967
-7
| -0.2% | -$2.55K | 0.38% | 73 |
|
|
2020
Q2 | $1.25M | Buy |
3,974
+159
| +4% | +$50.2K | 0.35% | 82 |
|
|
2020
Q1 | $904K | Buy |
3,815
+1,131
| +42% | +$268K | 0.31% | 85 |
|
|
2019
Q4 | $848K | Sell |
2,684
-82
| -3% | -$25.9K | 0.24% | 102 |
|
|
2019
Q3 | $764K | Sell |
2,766
-23
| -0.8% | -$6.35K | 0.23% | 104 |
|
|
2019
Q2 | $803K | Buy |
+2,789
| New | +$803K | 0.24% | 106 |
|