AWM
Aries Wealth Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Hold |
4,460
| – | – | 0.32% | 81 |
|
|
2025
Q1 | $747K | Sell |
4,460
-40
| -0.9% | -$6.7K | 0.2% | 107 |
|
|
2024
Q4 | $1.04M | Hold |
4,500
| – | – | 0.29% | 86 |
|
|
2024
Q3 | $776K | Buy |
4,500
+4,317
| +2,359% | +$745K | 0.21% | 104 |
|
|
2024
Q2 | $294K | Buy |
183
+3
| +2% | +$4.82K | 0.09% | 158 |
|
|
2024
Q1 | $239K | Buy |
+180
| New | +$239K | 0.08% | 187 |
|