W Advisors LLC’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $287K | Buy |
+1,041
| New | +$287K | 0.16% | 106 |
|
|
2025
Q1 | – | Sell |
-1,024
| Closed | -$237K | – | 120 |
|
|
2024
Q4 | $237K | Sell |
1,024
-1,252
| -55% | -$290K | 0.15% | 104 |
|
|
2024
Q3 | $393K | Buy |
2,276
+76
| +3% | +$13.1K | 0.24% | 76 |
|
|
2024
Q2 | $353K | Buy |
2,200
+220
| +11% | +$35.3K | 0.23% | 78 |
|
|
2024
Q1 | $262K | Buy |
1,980
+20
| +1% | +$2.65K | 0.18% | 96 |
|
|
2023
Q4 | $219K | Buy |
+1,960
| New | +$219K | 0.16% | 102 |
|