TWM
Tradition Wealth Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.94M | Buy |
21,554
+123
| +0.6% | +$33.9K | 0.47% | 55 |
|
|
2025
Q1 | $3.59M | Sell |
21,431
-53
| -0.2% | -$8.87K | 0.32% | 73 |
|
|
2024
Q4 | $4.98M | Sell |
21,484
-231
| -1% | -$53.6K | 0.44% | 55 |
|
|
2024
Q3 | $3.75M | Buy |
21,715
+19,462
| +864% | +$3.36M | 0.33% | 71 |
|
|
2024
Q2 | $3.62M | Sell |
2,253
-31
| -1% | -$49.8K | 0.35% | 67 |
|
|
2024
Q1 | $3.03M | Buy |
2,284
+27
| +1% | +$35.8K | 0.31% | 71 |
|
|
2023
Q4 | $2.52M | Buy |
2,257
+41
| +2% | +$45.8K | 0.26% | 67 |
|
|
2023
Q3 | $1.84M | Sell |
2,216
-95
| -4% | -$78.9K | 0.22% | 84 |
|
|
2023
Q2 | $2.01M | Sell |
2,311
-35
| -1% | -$30.4K | 0.23% | 82 |
|
|
2023
Q1 | $1.51M | Buy |
2,346
+700
| +43% | +$449K | 0.19% | 95 |
|
|
2022
Q4 | $920K | Sell |
1,646
-70
| -4% | -$39.1K | 0.13% | 110 |
|
|
2022
Q3 | $762K | Buy |
1,716
+353
| +26% | +$157K | 0.11% | 122 |
|
|
2022
Q2 | $662K | Sell |
1,363
-144
| -10% | -$69.9K | 0.1% | 135 |
|
|
2022
Q1 | $949K | Buy |
1,507
+242
| +19% | +$152K | 0.12% | 133 |
|
|
2021
Q4 | $842K | Buy |
1,265
+148
| +13% | +$98.5K | 0.11% | 139 |
|
|
2021
Q3 | $542K | Buy |
1,117
+75
| +7% | +$36.4K | 0.08% | 164 |
|
|
2021
Q2 | $497K | Buy |
1,042
+43
| +4% | +$20.5K | 0.07% | 177 |
|
|
2021
Q1 | $463K | Buy |
999
+15
| +2% | +$6.95K | 0.08% | 162 |
|
|
2020
Q4 | $431K | Buy |
+984
| New | +$431K | 0.08% | 161 |
|