WAOTB
Wealth Advisors of Tampa Bay’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.3M | Sell |
59,069
-13,276
| -18% | -$3.66M | 6.14% | 1 |
|
|
2025
Q1 | $12.1M | Sell |
72,345
-695
| -1% | -$116K | 4.92% | 1 |
|
|
2024
Q4 | $16.9M | Sell |
73,040
-1,105
| -1% | -$256K | 7.25% | 1 |
|
|
2024
Q3 | $12.8M | Buy |
74,145
+66,717
| +898% | +$11.5M | 5.34% | 1 |
|
|
2024
Q2 | $11.9M | Buy |
7,428
+12
| +0.2% | +$19.3K | 5.56% | 1 |
|
|
2024
Q1 | $9.83M | Sell |
7,416
-545
| -7% | -$722K | 4.67% | 1 |
|
|
2023
Q4 | $8.89M | Sell |
7,961
-8,507
| -52% | -$9.5M | 4.46% | 2 |
|
|
2023
Q3 | $13.7M | Buy |
16,468
+7,973
| +94% | +$6.62M | 3.76% | 3 |
|
|
2023
Q2 | $7.37M | Sell |
8,495
-1,660
| -16% | -$1.44M | 4.04% | 3 |
|
|
2023
Q1 | $6.51M | Buy |
10,155
+50
| +0.5% | +$32.1K | 3.73% | 3 |
|
|
2022
Q4 | $5.65M | Sell |
10,105
-78
| -0.8% | -$43.6K | 3.5% | 3 |
|
|
2022
Q3 | $4.52M | Sell |
10,183
-9,213
| -47% | -$4.09M | 3.1% | 4 |
|
|
2022
Q2 | $9.42M | Buy |
19,396
+130
| +0.7% | +$63.2K | 2.91% | 4 |
|
|
2022
Q1 | $12.1M | Buy |
19,266
+878
| +5% | +$553K | 3.28% | 3 |
|
|
2021
Q4 | $12.2M | Buy |
18,388
+9,315
| +103% | +$6.2M | 3% | 3 |
|
|
2021
Q3 | $4.4M | Buy |
9,073
+236
| +3% | +$114K | 2.43% | 5 |
|
|
2021
Q2 | $4.21M | Buy |
8,837
+5,245
| +146% | +$2.5M | 2.35% | 8 |
|
|
2021
Q1 | $1.67M | Buy |
3,592
+2,711
| +308% | +$1.26M | 0.98% | 48 |
|
|
2020
Q4 | $386K | Buy |
881
+60
| +7% | +$26.3K | 0.27% | 65 |
|
|
2020
Q3 | $299K | Buy |
+821
| New | +$299K | 0.22% | 69 |
|