SWM
Stockman Wealth Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $434K | Sell |
1,575
-14
| -0.9% | -$3.86K | 0.06% | 112 |
|
|
2025
Q1 | $266K | Buy |
1,589
+15
| +1% | +$2.51K | 0.04% | 143 |
|
|
2024
Q4 | $365K | Buy |
1,574
+44
| +3% | +$10.2K | 0.06% | 124 |
|
|
2024
Q3 | $264K | Buy |
1,530
+1,183
| +341% | +$204K | 0.04% | 152 |
|
|
2024
Q2 | $557K | Sell |
347
-3
| -0.9% | -$4.82K | 0.1% | 94 |
|
|
2024
Q1 | $464K | Buy |
350
+32
| +10% | +$42.4K | 0.08% | 111 |
|
|
2023
Q4 | $355K | Sell |
318
-30
| -9% | -$33.5K | 0.07% | 123 |
|
|
2023
Q3 | $289K | Buy |
348
+30
| +9% | +$24.9K | 0.06% | 138 |
|
|
2023
Q2 | $276K | Sell |
318
-3
| -0.9% | -$2.6K | 0.06% | 151 |
|
|
2023
Q1 | $206K | Buy |
+321
| New | +$206K | 0.05% | 187 |
|
|
2022
Q1 | – | Sell |
-432
| Closed | -$287K | – | 198 |
|
|
2021
Q4 | $287K | Buy |
+432
| New | +$287K | 0.06% | 165 |
|