SWP
Stratos Wealth Partners’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $58.7M | Buy |
212,859
+21,427
| +11% | +$5.91M | 0.79% | 21 |
|
|
2025
Q1 | $32.1M | Sell |
191,432
-5,554
| -3% | -$930K | 0.49% | 36 |
|
|
2024
Q4 | $45.7M | Sell |
196,986
-4,858
| -2% | -$1.13M | 0.64% | 25 |
|
|
2024
Q3 | $34.8M | Buy |
201,844
+182,748
| +957% | +$31.5M | 0.5% | 31 |
|
|
2024
Q2 | $30.7M | Buy |
19,096
+1,969
| +11% | +$3.16M | 0.49% | 33 |
|
|
2024
Q1 | $22.7M | Buy |
17,127
+551
| +3% | +$730K | 0.38% | 44 |
|
|
2023
Q4 | $18.5M | Sell |
16,576
-764
| -4% | -$853K | 0.35% | 50 |
|
|
2023
Q3 | $14.4M | Buy |
17,340
+748
| +5% | +$621K | 0.31% | 54 |
|
|
2023
Q2 | $14.4M | Buy |
16,592
+1,137
| +7% | +$986K | 0.33% | 57 |
|
|
2023
Q1 | $9.92M | Sell |
15,455
-1,145
| -7% | -$735K | 0.26% | 75 |
|
|
2022
Q4 | $9.28M | Buy |
16,600
+1,373
| +9% | +$768K | 0.23% | 89 |
|
|
2022
Q3 | $6.76M | Buy |
15,227
+1,586
| +12% | +$704K | 0.19% | 110 |
|
|
2022
Q2 | $6.63M | Sell |
13,641
-1,281
| -9% | -$622K | 0.17% | 131 |
|
|
2022
Q1 | $9.4M | Buy |
14,922
+2,357
| +19% | +$1.48M | 0.21% | 105 |
|
|
2021
Q4 | $8.36M | Buy |
12,565
+515
| +4% | +$343K | 0.19% | 115 |
|
|
2021
Q3 | $5.84M | Buy |
12,050
+87
| +0.7% | +$42.2K | 0.15% | 153 |
|
|
2021
Q2 | $5.71M | Sell |
11,963
-473
| -4% | -$226K | 0.14% | 159 |
|
|
2021
Q1 | $5.77M | Buy |
12,436
+276
| +2% | +$128K | 0.16% | 137 |
|
|
2020
Q4 | $5.33M | Buy |
12,160
+1,102
| +10% | +$483K | 0.16% | 149 |
|
|
2020
Q3 | $4.03M | Buy |
11,058
+3,751
| +51% | +$1.37M | 0.13% | 169 |
|
|
2020
Q2 | $2.31M | Buy |
7,307
+455
| +7% | +$144K | 0.08% | 235 |
|
|
2020
Q1 | $1.63M | Buy |
6,852
+3,204
| +88% | +$760K | 0.07% | 247 |
|
|
2019
Q4 | $1.15M | Sell |
3,648
-881
| -19% | -$278K | 0.05% | 357 |
|
|
2019
Q3 | $1.25M | Sell |
4,529
-267
| -6% | -$73.7K | 0.05% | 322 |
|
|
2019
Q2 | $1.38M | Sell |
4,796
-802
| -14% | -$231K | 0.06% | 285 |
|
|
2019
Q1 | $1.68M | Buy |
5,598
+2,165
| +63% | +$651K | 0.08% | 262 |
|
|
2018
Q4 | $873K | Buy |
3,433
+871
| +34% | +$221K | 0.05% | 363 |
|
|
2018
Q3 | $632K | Buy |
2,562
+662
| +35% | +$163K | 0.03% | 462 |
|
|
2018
Q2 | $461K | Buy |
+1,900
| New | +$461K | 0.02% | 589 |
|
|
2018
Q1 | – | Sell |
-3,402
| Closed | -$874K | – | 3114 |
|
|
2017
Q4 | $874K | Sell |
3,402
-128
| -4% | -$32.9K | 0.04% | 379 |
|
|
2017
Q3 | $856K | Buy |
3,530
+99
| +3% | +$24K | 0.04% | 363 |
|
|
2017
Q2 | $800K | Buy |
3,431
+152
| +5% | +$35.4K | 0.04% | 335 |
|
|
2017
Q1 | $718K | Buy |
3,279
+1,525
| +87% | +$334K | 0.04% | 341 |
|
|
2016
Q4 | $310K | Buy |
+1,754
| New | +$310K | 0.02% | 508 |
|