AFWM
AMJ Financial Wealth Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.6M | Sell |
38,341
-10,895
| -22% | -$3M | 2.63% | 14 |
|
|
2025
Q1 | $8.24M | Sell |
49,236
-6,620
| -12% | -$1.11M | 2.43% | 17 |
|
|
2024
Q4 | $12.9M | Sell |
55,856
-2,971
| -5% | -$689K | 3.58% | 2 |
|
|
2024
Q3 | $10.1M | Buy |
58,827
+52,501
| +830% | +$9.06M | 2.91% | 9 |
|
|
2024
Q2 | $10.2M | Buy |
6,326
+33
| +0.5% | +$53K | 3.15% | 8 |
|
|
2024
Q1 | $8.34M | Buy |
6,293
+4,174
| +197% | +$5.53M | 2.79% | 15 |
|
|
2023
Q4 | $2.37M | Buy |
+2,119
| New | +$2.37M | 1% | 38 |
|