WFG
Wills Financial Group’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.95M | Buy |
21,575
+3,680
| +21% | +$1.01M | 2.58% | 14 |
|
|
2025
Q1 | $3M | Sell |
17,895
-1,669
| -9% | -$279K | 1.33% | 29 |
|
|
2024
Q4 | $4.54M | Sell |
19,564
-738
| -4% | -$171K | 1.96% | 19 |
|
|
2024
Q3 | $3.5M | Buy |
20,302
+18,255
| +892% | +$3.15M | 1.47% | 24 |
|
|
2024
Q2 | $3.29M | Sell |
2,047
-8
| -0.4% | -$12.8K | 1.51% | 24 |
|
|
2024
Q1 | $2.72M | Sell |
2,055
-434
| -17% | -$575K | 1.28% | 27 |
|
|
2023
Q4 | $2.78M | Sell |
2,489
-80
| -3% | -$89.3K | 1.4% | 25 |
|
|
2023
Q3 | $2.13M | Sell |
2,569
-66
| -3% | -$54.8K | 1.15% | 27 |
|
|
2023
Q2 | $2.29M | Sell |
2,635
-20
| -0.8% | -$17.4K | 1.16% | 26 |
|
|
2023
Q1 | $1.7M | Buy |
2,655
+18
| +0.7% | +$11.5K | 0.92% | 30 |
|
|
2022
Q4 | $1.47M | Buy |
2,637
+5
| +0.2% | +$2.8K | 0.82% | 30 |
|
|
2022
Q3 | $1.17M | Buy |
2,632
+713
| +37% | +$317K | 0.65% | 34 |
|
|
2022
Q2 | $932K | Buy |
1,919
+174
| +10% | +$84.5K | 0.46% | 39 |
|
|
2022
Q1 | $1.1M | Buy |
1,745
+196
| +13% | +$123K | 0.46% | 38 |
|
|
2021
Q4 | $1.03M | Buy |
1,549
+865
| +126% | +$575K | 0.41% | 44 |
|
|
2021
Q3 | $331K | Buy |
684
+191
| +39% | +$92.4K | 0.15% | 56 |
|
|
2021
Q2 | $235K | Buy |
+493
| New | +$235K | 0.1% | 63 |
|