MTWM
Masso Torrence Wealth Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.09M | Buy |
25,714
+2,068
| +9% | +$570K | 3.28% | 8 |
|
|
2025
Q1 | $3.96M | Sell |
23,646
-709
| -3% | -$119K | 2.11% | 15 |
|
|
2024
Q4 | $5.65M | Sell |
24,355
-1,834
| -7% | -$425K | 2.97% | 10 |
|
|
2024
Q3 | $4.52M | Buy |
26,189
+23,539
| +888% | +$4.06M | 2.44% | 15 |
|
|
2024
Q2 | $4.25M | Sell |
2,650
-14
| -0.5% | -$22.5K | 2.36% | 14 |
|
|
2024
Q1 | $3.53M | Sell |
2,664
-143
| -5% | -$190K | 2.09% | 15 |
|
|
2023
Q4 | $3.13M | Sell |
2,807
-30
| -1% | -$33.5K | 2.14% | 15 |
|
|
2023
Q3 | $2.36M | Buy |
2,837
+7
| +0.2% | +$5.81K | 1.81% | 18 |
|
|
2023
Q2 | $2.45M | Sell |
2,830
-108
| -4% | -$93.7K | 1.77% | 17 |
|
|
2023
Q1 | $1.88M | Sell |
2,938
-169
| -5% | -$108K | 1.49% | 22 |
|
|
2022
Q4 | $1.74M | Buy |
3,107
+99
| +3% | +$55.4K | 1.38% | 25 |
|
|
2022
Q3 | $1.34M | Buy |
3,008
+1
| +0% | +$444 | 1.18% | 30 |
|
|
2022
Q2 | $1.46M | Sell |
3,007
-49
| -2% | -$23.8K | 1.29% | 27 |
|
|
2022
Q1 | $1.92M | Buy |
3,056
+106
| +4% | +$66.7K | 1.54% | 23 |
|
|
2021
Q4 | $1.96M | Buy |
+2,950
| New | +$1.96M | 1.37% | 25 |
|