Strategic Wealth Partners’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28M | Buy |
+101,623
| New | +$28M | 2.2% | 7 |
|
|
2024
Q4 | $21M | Buy |
88,932
+15,855
| +22% | +$3.74M | 1.74% | 8 |
|
|
2024
Q3 | $12.6M | Buy |
73,077
+2,417
| +3% | +$417K | 1.21% | 14 |
|
|
2024
Q2 | $11.3M | Buy |
70,660
+2,130
| +3% | +$342K | 1.18% | 17 |
|
|
2024
Q1 | $9.08M | Buy |
68,530
+690
| +1% | +$91.5K | 1% | 22 |
|
|
2023
Q4 | $7.57M | Buy |
67,840
+11,960
| +21% | +$1.34M | 0.93% | 25 |
|
|
2023
Q3 | $4.64M | Buy |
55,880
+1,090
| +2% | +$90.5K | 0.61% | 38 |
|
|
2023
Q2 | $4.75M | Sell |
54,790
-26,090
| -32% | -$2.26M | 0.61% | 35 |
|
|
2023
Q1 | $5.19M | Buy |
80,880
+2,810
| +4% | +$180K | 0.8% | 25 |
|
|
2022
Q4 | $4.37M | Buy |
78,070
+6,860
| +10% | +$384K | 0.81% | 31 |
|
|
2022
Q3 | $3.16M | Buy |
71,210
+950
| +1% | +$42.2K | 0.67% | 40 |
|
|
2022
Q2 | $3.41M | Buy |
70,260
+4,410
| +7% | +$214K | 0.74% | 35 |
|
|
2022
Q1 | $4.15M | Buy |
65,850
+10,830
| +20% | +$682K | 0.81% | 31 |
|
|
2021
Q4 | $3.66M | Sell |
55,020
-250
| -0.5% | -$16.6K | 0.69% | 44 |
|
|
2021
Q3 | $2.68M | Buy |
55,270
+9,710
| +21% | +$471K | 0.79% | 30 |
|
|
2021
Q2 | $2.17M | Buy |
45,560
+7,050
| +18% | +$336K | 0.71% | 33 |
|
|
2021
Q1 | $1.79M | Sell |
38,510
-6,140
| -14% | -$285K | 0.71% | 32 |
|
|
2020
Q4 | $1.96M | Sell |
44,650
-1,560
| -3% | -$68.3K | 0.82% | 28 |
|
|
2020
Q3 | $1.68M | Sell |
46,210
-11,180
| -19% | -$407K | 0.85% | 25 |
|
|
2020
Q2 | $1.81M | Buy |
57,390
+20,140
| +54% | +$636K | 0.94% | 22 |
|
|
2020
Q1 | $1.18M | Hold |
37,250
| – | – | 0.61% | 48 |
|
|
2019
Q4 | $1.18M | Buy |
37,250
+500
| +1% | +$15.8K | 0.61% | 48 |
|
|
2019
Q3 | $131K | Buy |
36,750
+31,980
| +670% | +$114K | 0.67% | 42 |
|
|
2019
Q2 | $137K | Buy |
+4,770
| New | +$137K | 0.07% | 154 |
|
|
2019
Q1 | – | Sell |
-30
| Closed | -$1K | – | 767 |
|
|
2018
Q4 | $1K | Hold |
30
| – | – | ﹤0.01% | 650 |
|
|
2018
Q3 | $1K | Hold |
30
| – | – | ﹤0.01% | 618 |
|
|
2018
Q2 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 716 |
|
|
2018
Q1 | – | Sell |
-30
| Closed | -$1K | – | 787 |
|
|
2017
Q4 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 719 |
|