BFWM
Bright Futures Wealth Management’s Broadcom AVGO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $1.41M | Sell |
8,472
-392
| -4% | -$65.2K | 1.54% | 19 |
|
2024
Q4 | $1.83M | Sell |
8,864
-9,582
| -52% | -$1.98M | 1.63% | 18 |
|
2024
Q3 | $3.26M | Buy |
18,446
+1,707
| +10% | +$302K | 1.57% | 10 |
|
2024
Q2 | $2.41M | Buy |
16,739
+15,205
| +991% | +$2.19M | 1.3% | 19 |
|
2024
Q1 | $2.43M | Buy |
+1,534
| New | +$2.43M | 1.32% | 18 |
|