WAS
WESPAC Advisors SoCal’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.9M | Sell |
61,436
-18,288
| -23% | -$5.04M | 3.78% | 3 |
|
|
2025
Q1 | $13.3M | Sell |
79,724
-18,587
| -19% | -$3.11M | 3.48% | 9 |
|
|
2024
Q4 | $22.8M | Sell |
98,311
-9,817
| -9% | -$2.28M | 5.16% | 1 |
|
|
2024
Q3 | $18.7M | Buy |
108,128
+94,919
| +719% | +$16.4M | 4.31% | 2 |
|
|
2024
Q2 | $21.2M | Buy |
13,209
+29
| +0.2% | +$46.6K | 5.33% | 2 |
|
|
2024
Q1 | $17.5M | Buy |
13,180
+40
| +0.3% | +$53K | 4.57% | 3 |
|
|
2023
Q4 | $14.7M | Buy |
13,140
+57
| +0.4% | +$63.6K | 4.27% | 3 |
|
|
2023
Q3 | $10.9M | Sell |
13,083
-12
| -0.1% | -$9.97K | 3.67% | 7 |
|
|
2023
Q2 | $11.4M | Sell |
13,095
-5,570
| -30% | -$4.83M | 3.89% | 7 |
|
|
2023
Q1 | $12M | Sell |
18,665
-66
| -0.4% | -$42.3K | 4.13% | 4 |
|
|
2022
Q4 | $10.5M | Buy |
18,731
+125
| +0.7% | +$69.9K | 3.89% | 4 |
|
|
2022
Q3 | $8.75M | Sell |
18,606
-228
| -1% | -$107K | 3.66% | 6 |
|
|
2022
Q2 | $9.15M | Sell |
18,834
-289
| -2% | -$140K | 3.5% | 7 |
|
|
2022
Q1 | $12M | Sell |
19,123
-695
| -4% | -$438K | 3.71% | 6 |
|
|
2021
Q4 | $11.7M | Sell |
19,818
-5,165
| -21% | -$3.06M | 3.59% | 6 |
|
|
2021
Q3 | $12.1M | Sell |
24,983
-216
| -0.9% | -$105K | 3.96% | 5 |
|
|
2021
Q2 | $12M | Buy |
25,199
+518
| +2% | +$247K | 3.99% | 4 |
|
|
2021
Q1 | $11.4M | Sell |
24,681
-71
| -0.3% | -$32.9K | 4.49% | 3 |
|
|
2020
Q4 | $10.8M | Buy |
24,752
+3,109
| +14% | +$1.36M | 4.3% | 5 |
|
|
2020
Q3 | $8.15M | Sell |
21,643
-67
| -0.3% | -$25.2K | 3.88% | 8 |
|
|
2020
Q2 | $6.94M | Buy |
21,710
+1,440
| +7% | +$460K | 3.21% | 9 |
|
|
2020
Q1 | $5.39M | Buy |
+20,270
| New | +$5.39M | 2.99% | 17 |
|
|
2019
Q2 | – | Sell |
-75
| Closed | -$22K | – | 98 |
|
|
2019
Q1 | $22K | Hold |
75
| – | – | 0.01% | 165 |
|
|
2018
Q4 | $19K | Sell |
75
-30
| -29% | -$7.6K | 0.01% | 181 |
|
|
2018
Q3 | $25K | Buy |
+105
| New | +$25K | 0.01% | 164 |
|
|
2018
Q2 | – | Sell |
-30
| Closed | -$7K | – | 105 |
|
|
2018
Q1 | $7K | Hold |
30
| – | – | ﹤0.01% | 205 |
|
|
2017
Q4 | $7K | Hold |
30
| – | – | ﹤0.01% | 198 |
|
|
2017
Q3 | $7K | Hold |
30
| – | – | ﹤0.01% | 208 |
|
|
2017
Q2 | $6K | Sell |
30
-14
| -32% | -$2.8K | ﹤0.01% | 202 |
|
|
2017
Q1 | $9.63K | Hold |
44
| – | – | 0.01% | 190 |
|
|
2016
Q4 | $7.78K | Hold |
44
| – | – | 0.01% | 198 |
|
|
2016
Q3 | $7.59K | Buy |
+44
| New | +$7.59K | 0.01% | 208 |
|