Strategic Wealth Investment Group’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.05M | Buy |
7,452
+426
| +6% | +$117K | 2.97% | 9 |
|
|
2025
Q1 | $1.18M | Sell |
7,026
-101,532
| -94% | -$17M | 2.05% | 20 |
|
|
2024
Q4 | $25.2M | Buy |
108,558
+609
| +0.6% | +$141K | 2.78% | 12 |
|
|
2024
Q3 | $18.1M | Buy |
107,949
+106,509
| +7,396% | +$17.8M | 1.94% | 14 |
|
|
2024
Q2 | $236K | Buy |
+1,440
| New | +$236K | 0.03% | 124 |
|
|
2023
Q4 | $382K | Buy |
3,420
+120
| +4% | +$13.4K | 0.06% | 92 |
|
|
2023
Q3 | $274K | Sell |
3,300
-790
| -19% | -$65.6K | 0.05% | 89 |
|
|
2023
Q2 | $355K | Buy |
4,090
+490
| +14% | +$42.5K | 0.06% | 96 |
|
|
2023
Q1 | $231K | Sell |
3,600
-1,400
| -28% | -$89.8K | 0.04% | 119 |
|
|
2022
Q4 | $287K | Buy |
+5,000
| New | +$287K | 0.07% | 98 |
|
|
2022
Q2 | – | Sell |
-3,310
| Closed | -$208K | – | 137 |
|
|
2022
Q1 | $208K | Buy |
3,310
+240
| +8% | +$15.1K | 0.05% | 94 |
|
|
2021
Q4 | $204K | Buy |
+3,070
| New | +$204K | 0.05% | 80 |
|