TWA
TCI Wealth Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.53M | Buy |
5,560
+298
| +6% | +$82.1K | 0.11% | 71 |
|
|
2025
Q1 | $881K | Sell |
5,262
-78
| -1% | -$13.1K | 0.07% | 92 |
|
|
2024
Q4 | $1.24M | Sell |
5,340
-505
| -9% | -$117K | 0.1% | 73 |
|
|
2024
Q3 | $1.01M | Buy |
5,845
+5,309
| +990% | +$916K | 0.09% | 86 |
|
|
2024
Q2 | $860K | Buy |
536
+33
| +7% | +$53K | 0.08% | 87 |
|
|
2024
Q1 | $666K | Buy |
503
+15
| +3% | +$19.9K | 0.07% | 103 |
|
|
2023
Q4 | $544K | Buy |
488
+204
| +72% | +$228K | 0.06% | 108 |
|
|
2023
Q3 | $236K | Buy |
284
+6
| +2% | +$4.98K | 0.03% | 175 |
|
|
2023
Q2 | $241K | Buy |
278
+13
| +5% | +$11.3K | 0.03% | 168 |
|
|
2023
Q1 | $170K | Sell |
265
-6
| -2% | -$3.84K | 0.02% | 204 |
|
|
2022
Q4 | $151K | Sell |
271
-193
| -42% | -$108K | 0.02% | 205 |
|
|
2022
Q3 | $206K | Buy |
464
+59
| +15% | +$26.2K | 0.03% | 159 |
|
|
2022
Q2 | $197K | Sell |
405
-45
| -10% | -$21.9K | 0.03% | 165 |
|
|
2022
Q1 | $283K | Buy |
450
+56
| +14% | +$35.2K | 0.04% | 142 |
|
|
2021
Q4 | $262K | Sell |
394
-6
| -2% | -$3.99K | 0.04% | 151 |
|
|
2021
Q3 | $194K | Buy |
400
+51
| +15% | +$24.7K | 0.03% | 179 |
|
|
2021
Q2 | $167K | Buy |
349
+168
| +93% | +$80.4K | 0.03% | 183 |
|
|
2021
Q1 | $84K | Buy |
181
+17
| +10% | +$7.89K | 0.04% | 250 |
|
|
2020
Q4 | $72K | Buy |
164
+39
| +31% | +$17.1K | 0.03% | 254 |
|
|
2020
Q3 | $46K | Hold |
125
| – | – | 0.02% | 303 |
|
|
2020
Q2 | $40K | Sell |
125
-1
| -0.8% | -$320 | 0.02% | 332 |
|
|
2020
Q1 | $30K | Sell |
126
-280
| -69% | -$66.7K | 0.01% | 382 |
|
|
2019
Q4 | $128K | Buy |
406
+104
| +34% | +$32.8K | 0.05% | 220 |
|
|
2019
Q3 | $83K | Sell |
302
-61
| -17% | -$16.8K | 0.04% | 235 |
|
|
2019
Q2 | $105K | Sell |
363
-4
| -1% | -$1.16K | 0.05% | 200 |
|
|
2019
Q1 | $110K | Sell |
367
-2,000
| -84% | -$599K | 0.05% | 218 |
|
|
2018
Q4 | $602K | Sell |
2,367
-1,026
| -30% | -$261K | 0.29% | 68 |
|
|
2018
Q3 | $837K | Buy |
3,393
+624
| +23% | +$154K | 0.35% | 61 |
|
|
2018
Q2 | $672K | Buy |
2,769
+42
| +2% | +$10.2K | 0.3% | 71 |
|
|
2018
Q1 | $643K | Sell |
2,727
-43
| -2% | -$10.1K | 0.3% | 70 |
|
|
2017
Q4 | $712K | Sell |
2,770
-40
| -1% | -$10.3K | 0.31% | 74 |
|
|
2017
Q3 | $682K | Buy |
+2,810
| New | +$682K | 0.33% | 69 |
|
|
2017
Q2 | – | Sell |
-98
| Closed | -$21K | – | 1334 |
|
|
2017
Q1 | $21K | Hold |
98
| – | – | 0.01% | 437 |
|
|
2016
Q4 | $17K | Sell |
98
-41
| -29% | -$7.11K | 0.01% | 515 |
|
|
2016
Q3 | $24K | Buy |
139
+15
| +12% | +$2.59K | 0.01% | 408 |
|
|
2016
Q2 | $19K | Buy |
124
+17
| +16% | +$2.61K | 0.01% | 451 |
|
|
2016
Q1 | $17K | Buy |
107
+83
| +346% | +$13.2K | 0.01% | 472 |
|
|
2015
Q4 | $3K | Hold |
24
| – | – | ﹤0.01% | 781 |
|
|
2015
Q3 | $3K | Buy |
+24
| New | +$3K | ﹤0.01% | 708 |
|