BWM
BCS Wealth Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $790K | Buy |
2,865
+1,255
| +78% | +$346K | 0.17% | 118 |
|
|
2025
Q1 | $270K | Sell |
1,610
-701
| -30% | -$118K | 0.07% | 209 |
|
|
2024
Q4 | $536K | Hold |
2,311
| – | – | 0.13% | 138 |
|
|
2024
Q3 | $399K | Buy |
2,311
+2,148
| +1,318% | +$371K | 0.17% | 112 |
|
|
2024
Q2 | $262K | Buy |
+163
| New | +$262K | 0.13% | 130 |
|