Sound View Wealth Advisors Group’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.7M | Buy |
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|
2025
Q1 | $8.54M | Sell |
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|
2024
Q4 | $12.2M | Buy |
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|
2024
Q3 | $8.6M | Buy |
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|
2024
Q2 | $7.31M | Sell |
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|
2024
Q1 | $6.81M | Sell |
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|
2023
Q4 | $6.39M | Sell |
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|
2023
Q3 | $4.92M | Buy |
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|
2023
Q2 | $5.07M | Sell |
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|
2023
Q1 | $3.94M | Buy |
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|
2022
Q4 | $6.39M | Buy |
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|
2022
Q3 | $1.94M | Buy |
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|
2022
Q2 | $2.11M | Buy |
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|
2022
Q1 | $2.73M | Buy |
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|
2021
Q4 | $2.46M | Buy |
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|
2021
Q3 | $1.75M | Buy |
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|
2021
Q2 | $1.71M | Sell |
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|
2021
Q1 | $1.75M | Buy |
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|
2020
Q4 | $1.64M | Sell |
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|
2020
Q3 | $1.45M | Sell |
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|
2020
Q2 | $1.25M | Buy |
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|
2020
Q1 | $904K | Buy |
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|
2019
Q4 | $848K | Sell |
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|
2019
Q3 | $764K | Sell |
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|
2019
Q2 | $803K | Buy |
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