SWA
Sutton Wealth Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $991K | Buy |
1,193
+28
| +2% | +$23.3K | 0.49% | 41 |
|
|
2023
Q2 | $1.01M | Buy |
1,165
+228
| +24% | +$198K | 0.49% | 39 |
|
|
2023
Q1 | $601K | Buy |
937
+41
| +5% | +$26.3K | 0.32% | 55 |
|
|
2022
Q4 | $501K | Buy |
896
+350
| +64% | +$196K | 0.19% | 83 |
|
|
2022
Q3 | $242K | Buy |
546
+87
| +19% | +$38.6K | 0.1% | 148 |
|
|
2022
Q2 | $223K | Buy |
459
+56
| +14% | +$27.2K | 0.09% | 155 |
|
|
2022
Q1 | $254K | Buy |
403
+47
| +13% | +$29.6K | 0.09% | 155 |
|
|
2021
Q4 | $237K | Hold |
356
| – | – | 0.08% | 167 |
|
|
2021
Q3 | $173K | Buy |
356
+3
| +0.8% | +$1.46K | 0.06% | 187 |
|
|
2021
Q2 | $168K | Sell |
353
-8
| -2% | -$3.82K | 0.06% | 195 |
|
|
2021
Q1 | $167K | Buy |
361
+8
| +2% | +$3.71K | 0.07% | 186 |
|
|
2020
Q4 | $155K | Buy |
353
+9
| +3% | +$3.94K | 0.07% | 184 |
|
|
2020
Q3 | $125K | Hold |
344
| – | – | 0.06% | 191 |
|
|
2020
Q2 | $109K | Sell |
344
-22
| -6% | -$6.94K | 0.06% | 201 |
|
|
2020
Q1 | $86.8K | Buy |
366
+13
| +4% | +$3.08K | 0.05% | 204 |
|
|
2019
Q4 | $112K | Hold |
353
| – | – | 0.06% | 205 |
|
|
2019
Q3 | $97.5K | Hold |
353
| – | – | 0.05% | 212 |
|
|
2019
Q2 | $102K | Hold |
353
| – | – | 0.06% | 208 |
|
|
2019
Q1 | $106K | Buy |
353
+5
| +1% | +$1.5K | 0.06% | 199 |
|
|
2018
Q4 | $88.5K | Buy |
348
+25
| +8% | +$6.36K | 0.06% | 204 |
|
|
2018
Q3 | $79.7K | Sell |
323
-256
| -44% | -$63.2K | 0.05% | 223 |
|
|
2018
Q2 | $140K | Sell |
579
-93
| -14% | -$22.6K | 0.1% | 163 |
|
|
2018
Q1 | $158K | Buy |
672
+3
| +0.4% | +$707 | 0.11% | 147 |
|
|
2017
Q4 | $172K | Sell |
669
-5
| -0.7% | -$1.28K | 0.13% | 143 |
|
|
2017
Q3 | $163K | Hold |
674
| – | – | 0.12% | 141 |
|
|
2017
Q2 | $157K | Buy |
674
+108
| +19% | +$25.2K | 0.12% | 143 |
|
|
2017
Q1 | $124K | Buy |
566
+2
| +0.4% | +$438 | 0.1% | 167 |
|
|
2016
Q4 | $99.7K | Buy |
564
+3
| +0.5% | +$530 | 0.09% | 183 |
|
|
2016
Q3 | $96.8K | Buy |
561
+367
| +189% | +$63.3K | 0.09% | 184 |
|
|
2016
Q2 | $30.1K | Buy |
194
+126
| +185% | +$19.6K | 0.03% | 335 |
|
|
2016
Q1 | $10.5K | Buy |
+68
| New | +$10.5K | 0.01% | 605 |
|