SWM
Sugarloaf Wealth Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $648K | Sell |
2,794
-23,656
| -89% | -$5.48M | 0.12% | 75 |
|
|
2024
Q3 | $4.56M | Buy |
26,450
+23,791
| +895% | +$4.1M | 0.86% | 19 |
|
|
2024
Q2 | $4.27M | Buy |
2,659
+62
| +2% | +$99.6K | 0.86% | 19 |
|
|
2024
Q1 | $3.44M | Sell |
2,597
-525
| -17% | -$696K | 0.71% | 25 |
|
|
2023
Q4 | $3.49M | Sell |
3,122
-76
| -2% | -$84.8K | 0.84% | 17 |
|
|
2023
Q3 | $2.66M | Sell |
3,198
-450
| -12% | -$374K | 0.67% | 29 |
|
|
2023
Q2 | $3.16M | Buy |
3,648
+234
| +7% | +$203K | 0.74% | 18 |
|
|
2023
Q1 | $2.19M | Buy |
3,414
+3,306
| +3,061% | +$2.12M | 0.54% | 33 |
|
|
2022
Q4 | $60.5K | Buy |
108
+9
| +9% | +$5.05K | 0.02% | 259 |
|
|
2022
Q3 | $44K | Buy |
99
+4
| +4% | +$1.78K | 0.01% | 298 |
|
|
2022
Q2 | $46K | Buy |
+95
| New | +$46K | 0.01% | 290 |
|