TWD
True Wealth Design’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $209K | Sell |
758
-164
| -18% | -$45.2K | 0.07% | 45 |
|
|
2025
Q1 | $154K | Buy |
922
+210
| +29% | +$35.2K | 0.06% | 47 |
|
|
2024
Q4 | $165K | Buy |
712
+48
| +7% | +$11.1K | 0.06% | 35 |
|
|
2024
Q3 | $115K | Buy |
664
+643
| +3,062% | +$111K | 0.04% | 52 |
|
|
2024
Q2 | $33.7K | Sell |
21
-2
| -9% | -$3.21K | 0.01% | 185 |
|
|
2024
Q1 | $30.5K | Buy |
23
+5
| +28% | +$6.63K | 0.01% | 188 |
|
|
2023
Q4 | $20.1K | Buy |
18
+11
| +157% | +$12.3K | 0.01% | 201 |
|
|
2023
Q3 | $5.82K | Buy |
7
+1
| +17% | +$831 | ﹤0.01% | 226 |
|
|
2023
Q2 | $5.21K | Sell |
6
-1,351
| -100% | -$1.17M | ﹤0.01% | 242 |
|
|
2023
Q1 | $871K | Buy |
1,357
+1,351
| +22,517% | +$867K | 0.37% | 37 |
|
|
2022
Q4 | $3.36K | Buy |
+6
| New | +$3.36K | ﹤0.01% | 273 |
|