Sugarloaf Wealth Management, LLC
- SEC CIK
- 0001664864
- Latest filing
- Jan 10, 2025
AVGO holding history
Broadcom Inc. in every 13F filed by Sugarloaf Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
AVGO overviewAll 13F holders of AVGOFull Q4 2024 holdings
- Shares (Q4 2024)
- 2,794
- Value
- $647.7K
- % of portfolio
- 0.1%
- Quarters held
- 11
- Since Q2 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 2,794 | $647.7K | 0.1% | −23,656−89.4% | Reduced | Holders |
| Q3 2024 | 26,450 | $4.56M | 0.9% | −140−0.5% | ReducedConverted for a 10-for-1 split | Holders |
| Q2 2024 | 2,659 | $4.27M | 0.9% | +62+2.4% | Added | Holders |
| Q1 2024 | 2,597 | $3.44M | 0.7% | −525−16.8% | Reduced | Holders |
| Q4 2023 | 3,122 | $3.49M | 0.8% | −76−2.4% | Reduced | Holders |
| Q3 2023 | 3,198 | $2.66M | 0.7% | −450−12.3% | Reduced | Holders |
| Q2 2023 | 3,648 | $3.16M | 0.7% | +234+6.9% | Added | Holders |
| Q1 2023 | 3,414 | $2.19M | 0.5% | +3,306+3,061.1% | Added | Holders |
| Q4 2022 | 108 | $60.5K | <0.1% | +9+9.1% | Added | Holders |
| Q3 2022 | 99 | $44.0K | <0.1% | +4+4.2% | Added | Holders |
| Q2 2022 | 95 | $46.0K | <0.1% | +95 | New | Holders |