MSA
Marino Stram & Associates’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.08M | Buy |
7,537
+1,105
| +17% | +$305K | 0.42% | 42 |
|
|
2025
Q1 | $1.08M | Buy |
6,432
+313
| +5% | +$52.4K | 0.24% | 71 |
|
|
2024
Q4 | $1.42M | Buy |
6,119
+63
| +1% | +$14.6K | 0.31% | 50 |
|
|
2024
Q3 | $1.04M | Buy |
6,056
+5,515
| +1,019% | +$951K | 0.23% | 70 |
|
|
2024
Q2 | $869K | Buy |
541
+17
| +3% | +$27.3K | 0.21% | 81 |
|
|
2024
Q1 | $695K | Sell |
524
-9
| -2% | -$11.9K | 0.16% | 94 |
|
|
2023
Q4 | $595K | Buy |
533
+53
| +11% | +$59.2K | 0.15% | 97 |
|
|
2023
Q3 | $399K | Buy |
480
+20
| +4% | +$16.6K | 0.12% | 111 |
|
|
2023
Q2 | $399K | Buy |
460
+7
| +2% | +$6.07K | 0.11% | 110 |
|
|
2023
Q1 | $291K | Buy |
453
+13
| +3% | +$8.34K | 0.09% | 126 |
|
|
2022
Q4 | $246K | Buy |
+440
| New | +$246K | 0.08% | 130 |
|
|
2022
Q3 | – | Sell |
-413
| Closed | -$201K | – | 142 |
|
|
2022
Q2 | $201K | Buy |
413
+2
| +0.5% | +$973 | 0.07% | 140 |
|
|
2022
Q1 | $259K | Hold |
411
| – | – | 0.08% | 130 |
|
|
2021
Q4 | $273K | Buy |
+411
| New | +$273K | 0.08% | 128 |
|
|
2021
Q3 | – | Sell |
-1,915
| Closed | -$913K | – | 153 |
|
|
2021
Q2 | $913K | Buy |
+1,915
| New | +$913K | 0.24% | 82 |
|