Strategic Wealth Investment 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
Q3 | $33.7M | Buy |
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|
2025
Q2 | $2.05M | Buy |
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|
2025
Q1 | $1.18M | Sell |
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|
2024
Q4 | $25.2M | Buy |
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|
2024
Q3 | $18.1M | Buy |
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|
2024
Q2 | $236K | Buy |
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|
2023
Q4 | $382K | Buy |
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|
2023
Q3 | $274K | Sell |
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|
2023
Q2 | $355K | Buy |
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|
2023
Q1 | $231K | Sell |
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|
2022
Q4 | $287K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $208K | Buy |
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|
2021
Q4 | $204K | Buy |
|