MHS
M Holdings Securities’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.81M | Buy |
21,130
+4,992
| +31% | +$1.37M | 1% | 27 |
|
|
2025
Q1 | $2.7M | Buy |
16,138
+1,934
| +14% | +$324K | 0.45% | 46 |
|
|
2024
Q4 | $3.29M | Buy |
14,204
+249
| +2% | +$57.7K | 0.53% | 41 |
|
|
2024
Q3 | $2.41M | Buy |
13,955
+11,507
| +470% | +$1.98M | 0.61% | 34 |
|
|
2024
Q2 | $3.93M | Buy |
+2,448
| New | +$3.93M | 0.51% | 38 |
|
|
2023
Q3 | – | Sell |
-280
| Closed | -$243K | – | 206 |
|
|
2023
Q2 | $243K | Sell |
280
-1,211
| -81% | -$1.05M | 0.05% | 113 |
|
|
2023
Q1 | $957K | Buy |
1,491
+217
| +17% | +$139K | 0.1% | 115 |
|
|
2022
Q4 | $712K | Buy |
1,274
+58
| +5% | +$32.4K | 0.08% | 194 |
|
|
2022
Q3 | $540K | Sell |
1,216
-138
| -10% | -$61.3K | 0.06% | 231 |
|
|
2022
Q2 | $658K | Sell |
1,354
-184
| -12% | -$89.4K | 0.07% | 205 |
|
|
2022
Q1 | $969K | Buy |
+1,538
| New | +$969K | 0.07% | 187 |
|
|
2021
Q2 | – | Sell |
-1,461
| Closed | -$677K | – | 254 |
|
|
2021
Q1 | $677K | Buy |
+1,461
| New | +$677K | 0.06% | 248 |
|
|
2019
Q2 | – | Sell |
-829
| Closed | -$249K | – | 172 |
|
|
2019
Q1 | $249K | Sell |
829
-43
| -5% | -$12.9K | 0.06% | 309 |
|
|
2018
Q4 | $222K | Buy |
+872
| New | +$222K | 0.07% | 289 |
|