TWA
Tandem Wealth Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $998K | Buy |
3,620
+1,417
| +64% | +$391K | 0.49% | 20 |
|
|
2025
Q1 | $369K | Sell |
2,203
-1,412
| -39% | -$236K | 0.19% | 40 |
|
|
2024
Q4 | $838K | Buy |
3,615
+142
| +4% | +$32.9K | 0.43% | 22 |
|
|
2024
Q3 | $599K | Buy |
3,473
+3,116
| +873% | +$538K | 0.3% | 23 |
|
|
2024
Q2 | $573K | Sell |
357
-4
| -1% | -$6.42K | 0.31% | 23 |
|
|
2024
Q1 | $478K | Sell |
361
-48
| -12% | -$63.6K | 0.26% | 25 |
|
|
2023
Q4 | $457K | Sell |
409
-22
| -5% | -$24.6K | 0.26% | 23 |
|
|
2023
Q3 | $358K | Sell |
431
-4
| -0.9% | -$3.32K | 0.22% | 31 |
|
|
2023
Q2 | $377K | Sell |
435
-286
| -40% | -$248K | 0.23% | 29 |
|
|
2023
Q1 | $463K | Sell |
721
-20
| -3% | -$12.8K | 0.29% | 21 |
|
|
2022
Q4 | $414K | Buy |
+741
| New | +$414K | 0.26% | 26 |
|