FWM
FFT Wealth Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,594
| Closed | -$833K | – | 115 |
|
|
2024
Q4 | $833K | Buy |
3,594
+1,051
| +41% | +$244K | 0.06% | 65 |
|
|
2024
Q3 | $439K | Buy |
+2,543
| New | +$439K | 0.03% | 97 |
|
|
2021
Q4 | – | Sell |
-818
| Closed | -$397K | – | 65 |
|
|
2021
Q3 | $397K | Buy |
818
+6
| +0.7% | +$2.91K | 0.04% | 57 |
|
|
2021
Q2 | $387K | Buy |
+812
| New | +$387K | 0.09% | 34 |
|