SWM
Spire Wealth Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.8M | Sell |
68,195
-2,922
| -4% | -$804K | 0.67% | 34 |
|
|
2025
Q1 | $11.9M | Sell |
71,117
-685
| -1% | -$115K | 0.38% | 53 |
|
|
2024
Q4 | $16.6M | Buy |
71,802
+10,649
| +17% | +$2.47M | 0.52% | 39 |
|
|
2024
Q3 | $10.5M | Buy |
61,153
+55,895
| +1,063% | +$9.64M | 0.36% | 59 |
|
|
2024
Q2 | $8.44M | Buy |
5,258
+167
| +3% | +$268K | 0.3% | 76 |
|
|
2024
Q1 | $6.75M | Sell |
5,091
-87
| -2% | -$115K | 0.12% | 122 |
|
|
2023
Q4 | $6.27M | Buy |
5,178
+88
| +2% | +$107K | 0.21% | 101 |
|
|
2023
Q3 | $4.23M | Sell |
5,090
-37
| -0.7% | -$30.7K | 0.16% | 136 |
|
|
2023
Q2 | $4.45M | Sell |
5,127
-648
| -11% | -$562K | 0.16% | 120 |
|
|
2023
Q1 | $3.71M | Buy |
5,775
+2,054
| +55% | +$1.32M | 0.14% | 137 |
|
|
2022
Q4 | $2.08M | Sell |
3,721
-1,255
| -25% | -$702K | 0.12% | 153 |
|
|
2022
Q3 | $2.21M | Sell |
4,976
-15,614
| -76% | -$6.93M | 0.13% | 129 |
|
|
2022
Q2 | $10M | Buy |
20,590
+9,066
| +79% | +$4.4M | 0.41% | 60 |
|
|
2022
Q1 | $7.31M | Sell |
11,524
-156
| -1% | -$99K | 0.2% | 124 |
|
|
2021
Q4 | $7.77M | Buy |
11,680
+855
| +8% | +$569K | 0.17% | 138 |
|
|
2021
Q3 | $5.25M | Buy |
10,825
+182
| +2% | +$88.3K | 0.14% | 159 |
|
|
2021
Q2 | $5.07M | Sell |
10,643
-907
| -8% | -$432K | 0.14% | 162 |
|
|
2021
Q1 | $5.07M | Buy |
+11,550
| New | +$5.07M | 0.13% | 159 |
|