WAAG
Wealth Alliance Advisory Group’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.5M | Buy |
19,956
+2,951
| +17% | +$813K | 1.05% | 22 |
|
|
2025
Q1 | $2.85M | Sell |
17,005
-2,333
| -12% | -$391K | 0.59% | 35 |
|
|
2024
Q4 | $4.48M | Buy |
19,338
+123
| +0.6% | +$28.5K | 0.95% | 22 |
|
|
2024
Q3 | $3.31M | Buy |
19,215
+17,366
| +939% | +$3M | 0.7% | 28 |
|
|
2024
Q2 | $2.97M | Buy |
1,849
+136
| +8% | +$218K | 0.67% | 30 |
|
|
2024
Q1 | $2.27M | Sell |
1,713
-45
| -3% | -$59.6K | 0.53% | 38 |
|
|
2023
Q4 | $1.96M | Buy |
1,758
+236
| +16% | +$263K | 0.51% | 40 |
|
|
2023
Q3 | $1.26M | Sell |
1,522
-84
| -5% | -$69.8K | 0.38% | 47 |
|
|
2023
Q2 | $1.39M | Buy |
1,606
+1,057
| +193% | +$917K | 0.49% | 39 |
|
|
2023
Q1 | $352K | Sell |
549
-21
| -4% | -$13.5K | 0.13% | 108 |
|
|
2022
Q4 | $319K | Sell |
570
-20
| -3% | -$11.2K | 0.12% | 110 |
|
|
2022
Q3 | $262K | Buy |
590
+30
| +5% | +$13.3K | 0.12% | 111 |
|
|
2022
Q2 | $272K | Buy |
560
+74
| +15% | +$35.9K | 0.13% | 109 |
|
|
2022
Q1 | $306K | Buy |
486
+1
| +0.2% | +$630 | 0.13% | 114 |
|
|
2021
Q4 | $323K | Hold |
485
| – | – | 0.14% | 109 |
|
|
2021
Q3 | $235K | Hold |
485
| – | – | 0.11% | 123 |
|
|
2021
Q2 | $231K | Buy |
485
+5
| +1% | +$2.38K | 0.11% | 129 |
|
|
2021
Q1 | $223K | Sell |
480
-13
| -3% | -$6.04K | 0.11% | 131 |
|
|
2020
Q4 | $216K | Buy |
+493
| New | +$216K | 0.12% | 134 |
|