SWC
Spectrum Wealth Counsel’s Broadcom AVGO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $9.79M | Sell |
58,499
-29,151
| -33% | -$4.88M | 1.18% | 25 |
|
2024
Q4 | $20.3M | Sell |
87,650
-947
| -1% | -$220K | 2.39% | 8 |
|
2024
Q3 | $15.3M | Buy |
88,597
+79,488
| +873% | +$13.7M | 1.8% | 12 |
|
2024
Q2 | $14.6M | Sell |
9,109
-367
| -4% | -$589K | 1.85% | 14 |
|
2024
Q1 | $12.6M | Sell |
9,476
-1,891
| -17% | -$2.51M | 1.54% | 11 |
|
2023
Q4 | $12.7M | Buy |
+11,367
| New | +$12.7M | 1.76% | 10 |
|