GWMR
GC Wealth Management RIA’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.1M | Buy |
51,114
+45,331
| +784% | +$12.5M | 1.15% | 11 |
|
|
2025
Q1 | $968K | Buy |
5,783
+225
| +4% | +$37.7K | 0.18% | 107 |
|
|
2024
Q4 | $1.29M | Sell |
5,558
-1,760
| -24% | -$408K | 0.23% | 90 |
|
|
2024
Q3 | $1.26M | Buy |
7,318
+6,666
| +1,022% | +$1.15M | 0.22% | 96 |
|
|
2024
Q2 | $1.05M | Sell |
652
-44
| -6% | -$70.6K | 0.21% | 97 |
|
|
2024
Q1 | $922K | Buy |
+696
| New | +$922K | 0.18% | 106 |
|