XWM
Xcel Wealth Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.38M | Buy |
26,779
+1,142
| +4% | +$315K | 2.1% | 12 |
|
|
2025
Q1 | $4.29M | Buy |
25,637
+4,098
| +19% | +$686K | 1.34% | 18 |
|
|
2024
Q4 | $4.99M | Sell |
21,539
-157
| -0.7% | -$36.4K | 1.38% | 19 |
|
|
2024
Q3 | $3.74M | Buy |
21,696
+19,031
| +714% | +$3.28M | 1.09% | 25 |
|
|
2024
Q2 | $4.28M | Buy |
2,665
+10
| +0.4% | +$16.1K | 1.34% | 22 |
|
|
2024
Q1 | $3.52M | Buy |
2,655
+4
| +0.2% | +$5.3K | 1.1% | 26 |
|
|
2023
Q4 | $2.96M | Sell |
2,651
-124
| -4% | -$138K | 1.04% | 27 |
|
|
2023
Q3 | $2.3M | Sell |
2,775
-2,018
| -42% | -$1.68M | 0.91% | 29 |
|
|
2023
Q2 | $4.16M | Hold |
4,793
| – | – | 1.31% | 20 |
|
|
2023
Q1 | $3.07M | Sell |
4,793
-629
| -12% | -$404K | 1.08% | 27 |
|
|
2022
Q4 | $3.03M | Sell |
5,422
-193
| -3% | -$108K | 1.19% | 26 |
|
|
2022
Q3 | $2.49M | Hold |
5,615
| – | – | 0.93% | 31 |
|
|
2022
Q2 | $2.73M | Sell |
5,615
-2,175
| -28% | -$1.06M | 0.99% | 31 |
|
|
2022
Q1 | $4.91M | Sell |
7,790
-1,914
| -20% | -$1.21M | 1.35% | 22 |
|
|
2021
Q4 | $6.46M | Buy |
9,704
+3
| +0% | +$2K | 1.66% | 20 |
|
|
2021
Q3 | $4.7M | Sell |
9,701
-50
| -0.5% | -$24.2K | 1.36% | 24 |
|
|
2021
Q2 | $4.65M | Buy |
9,751
+25
| +0.3% | +$11.9K | 1.4% | 23 |
|
|
2021
Q1 | $4.51M | Buy |
9,726
+62
| +0.6% | +$28.8K | 1.61% | 20 |
|
|
2020
Q4 | $4.23M | Buy |
9,664
+40
| +0.4% | +$17.5K | 1.83% | 18 |
|
|
2020
Q3 | $3.51M | Sell |
9,624
-488
| -5% | -$178K | 1.8% | 18 |
|
|
2020
Q2 | $3.19M | Buy |
+10,112
| New | +$3.19M | 1.98% | 16 |
|
|
2019
Q4 | – | Sell |
-1,842
| Closed | -$508K | – | 72 |
|
|
2019
Q3 | $508K | Hold |
1,842
| – | – | 0.47% | 44 |
|
|
2019
Q2 | $530K | Sell |
1,842
-675
| -27% | -$194K | 0.52% | 43 |
|
|
2019
Q1 | $756K | Sell |
2,517
-20
| -0.8% | -$6.01K | 0.78% | 38 |
|
|
2018
Q4 | $645K | Buy |
+2,537
| New | +$645K | 0.79% | 33 |
|