AEPWM
Atlantic Edge Private Wealth Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $228K | Hold |
828
| – | – | 0.06% | 120 |
|
|
2025
Q1 | $139K | Hold |
828
| – | – | 0.04% | 141 |
|
|
2024
Q4 | $192K | Buy |
828
+138
| +20% | +$32K | 0.06% | 127 |
|
|
2024
Q3 | $119K | Buy |
690
+626
| +978% | +$108K | 0.04% | 154 |
|
|
2024
Q2 | $103K | Buy |
64
+20
| +45% | +$32.1K | 0.03% | 157 |
|
|
2024
Q1 | $58.3K | Buy |
44
+26
| +144% | +$34.5K | 0.02% | 180 |
|
|
2023
Q4 | $20.1K | Buy |
+18
| New | +$20.1K | 0.01% | 240 |
|