Mascoma Wealth Management’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$366K Sell
2025
Q2
$393K Hold
2025
Q1
$238K Sell
2024
Q4
$372K Buy
2024
Q3
$235K Hold
2024
Q2
$218K Buy
2024
Q1
$170K Hold
2023
Q4
$143K Hold
2023
Q3
$106K Buy
2023
Q2
$57.5K Hold
2023
Q1
$40.8K Hold
2022
Q4
$36.4K Buy
2022
Q3
$24K Buy
2022
Q2
$25K Hold
2022
Q1
$33K Hold
2021
Q4
$35K Hold
2021
Q3
$25K Buy
2021
Q2
Sell
2021
Q1
$24K Buy