SPWG
Syntegra Private Wealth Group’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.5M | Buy |
12,713
+1,665
| +15% | +$459K | 0.36% | 31 |
|
|
2025
Q1 | $1.85M | Buy |
11,048
+685
| +7% | +$115K | 0.22% | 35 |
|
|
2024
Q4 | $2.4M | Buy |
10,363
+671
| +7% | +$156K | 0.27% | 31 |
|
|
2024
Q3 | $1.67M | Buy |
9,692
+8,717
| +894% | +$1.5M | 0.19% | 36 |
|
|
2024
Q2 | $1.57M | Sell |
975
-17
| -2% | -$27.3K | 0.2% | 37 |
|
|
2024
Q1 | $1.32M | Sell |
992
-30
| -3% | -$39.8K | 0.17% | 42 |
|
|
2023
Q4 | $1.14M | Buy |
1,022
+143
| +16% | +$160K | 0.16% | 38 |
|
|
2023
Q3 | $730K | Sell |
879
-36
| -4% | -$29.9K | 0.11% | 51 |
|
|
2023
Q2 | $794K | Buy |
915
+12
| +1% | +$10.4K | 0.12% | 50 |
|
|
2023
Q1 | $580K | Buy |
903
+10
| +1% | +$6.42K | 0.1% | 56 |
|
|
2022
Q4 | $499K | Buy |
+893
| New | +$499K | 0.1% | 58 |
|