TSWM
Triangle Securities Wealth Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.57M | Buy |
20,189
+72
| +0.4% | +$19.8K | 1.37% | 18 |
|
|
2025
Q1 | $3.37M | Sell |
20,117
-556
| -3% | -$93.1K | 0.87% | 32 |
|
|
2024
Q4 | $4.79M | Sell |
20,673
-447
| -2% | -$104K | 1.23% | 21 |
|
|
2024
Q3 | $3.64M | Buy |
21,120
+19,046
| +918% | +$3.29M | 0.94% | 24 |
|
|
2024
Q2 | $3.33M | Sell |
2,074
-28
| -1% | -$45K | 0.94% | 25 |
|
|
2024
Q1 | $2.79M | Sell |
2,102
-55
| -3% | -$72.9K | 0.79% | 30 |
|
|
2023
Q4 | $2.41M | Buy |
2,157
+97
| +5% | +$108K | 0.75% | 33 |
|
|
2023
Q3 | $1.71M | Sell |
2,060
-32
| -2% | -$26.6K | 0.61% | 53 |
|
|
2023
Q2 | $1.81M | Sell |
2,092
-715
| -25% | -$620K | 0.62% | 51 |
|
|
2023
Q1 | $1.8M | Sell |
2,807
-115
| -4% | -$73.8K | 0.64% | 52 |
|
|
2022
Q4 | $1.63M | Sell |
2,922
-24
| -0.8% | -$13.4K | 0.6% | 57 |
|
|
2022
Q3 | $1.31M | Sell |
2,946
-125
| -4% | -$55.5K | 0.53% | 61 |
|
|
2022
Q2 | $1.49M | Sell |
3,071
-34
| -1% | -$16.5K | 0.58% | 58 |
|
|
2022
Q1 | $1.96M | Sell |
3,105
-500
| -14% | -$315K | 0.65% | 48 |
|
|
2021
Q4 | $2.4M | Sell |
3,605
-255
| -7% | -$170K | 0.75% | 38 |
|
|
2021
Q3 | $1.87M | Sell |
3,860
-114
| -3% | -$55.3K | 0.64% | 50 |
|
|
2021
Q2 | $1.9M | Sell |
3,974
-175
| -4% | -$83.4K | 0.64% | 52 |
|
|
2021
Q1 | $1.92M | Sell |
4,149
-93
| -2% | -$43.1K | 0.7% | 47 |
|
|
2020
Q4 | $1.86M | Sell |
4,242
-125
| -3% | -$54.7K | 0.74% | 43 |
|
|
2020
Q3 | $1.59M | Sell |
4,367
-25
| -0.6% | -$9.11K | 0.72% | 44 |
|
|
2020
Q2 | $1.39M | Buy |
4,392
+283
| +7% | +$89.3K | 0.66% | 52 |
|
|
2020
Q1 | $974K | Buy |
4,109
+1,195
| +41% | +$283K | 0.56% | 62 |
|
|
2019
Q4 | $921K | Buy |
2,914
+30
| +1% | +$9.48K | 0.4% | 71 |
|
|
2019
Q3 | $796K | Sell |
2,884
-18
| -0.6% | -$4.97K | 0.39% | 79 |
|
|
2019
Q2 | $798K | Buy |
2,902
+6
| +0.2% | +$1.65K | 0.41% | 75 |
|
|
2019
Q1 | $871K | Sell |
2,896
-35
| -1% | -$10.5K | 0.46% | 68 |
|
|
2018
Q4 | $745K | Buy |
2,931
+17
| +0.6% | +$4.32K | 0.44% | 72 |
|
|
2018
Q3 | $719K | Buy |
2,914
+328
| +13% | +$80.9K | 0.38% | 76 |
|
|
2018
Q2 | $627K | Buy |
2,586
+69
| +3% | +$16.7K | 0.35% | 79 |
|
|
2018
Q1 | $593K | Buy |
2,517
+176
| +8% | +$41.5K | 0.34% | 83 |
|
|
2017
Q4 | $601K | Sell |
2,341
-10
| -0.4% | -$2.57K | 0.34% | 82 |
|
|
2017
Q3 | $570K | Sell |
2,351
-50
| -2% | -$12.1K | 0.34% | 78 |
|
|
2017
Q2 | $560K | Sell |
2,401
-115
| -5% | -$26.8K | 0.37% | 76 |
|
|
2017
Q1 | $551K | Sell |
2,516
-60
| -2% | -$13.1K | 0.35% | 76 |
|
|
2016
Q4 | $455K | Sell |
2,576
-167
| -6% | -$29.5K | 0.3% | 84 |
|
|
2016
Q3 | $473K | Sell |
2,743
-331
| -11% | -$57.1K | 0.33% | 82 |
|
|
2016
Q2 | $478K | Sell |
3,074
-2,664
| -46% | -$414K | 0.36% | 82 |
|
|
2016
Q1 | $887K | Buy |
+5,738
| New | +$887K | 0.58% | 54 |
|