MWM
Mattern Wealth Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.04M | Sell |
7,410
-23,709
| -76% | -$6.54M | 0.43% | 42 |
|
|
2025
Q1 | $5.21M | Buy |
31,119
+1,540
| +5% | +$258K | 1.15% | 19 |
|
|
2024
Q4 | $6.86M | Buy |
29,579
+9,609
| +48% | +$2.23M | 1.51% | 15 |
|
|
2024
Q3 | $3.44M | Buy |
19,970
+18,048
| +939% | +$3.11M | 0.76% | 26 |
|
|
2024
Q2 | $3.09M | Buy |
1,922
+950
| +98% | +$1.53M | 0.74% | 37 |
|
|
2024
Q1 | $1.29M | Buy |
972
+203
| +26% | +$269K | 0.31% | 78 |
|
|
2023
Q4 | $858K | Sell |
769
-2
| -0.3% | -$2.23K | 0.22% | 90 |
|
|
2023
Q3 | $640K | Hold |
771
| – | – | 0.19% | 96 |
|
|
2023
Q2 | $669K | Buy |
771
+2
| +0.3% | +$1.74K | 0.2% | 93 |
|
|
2023
Q1 | $493K | Hold |
769
| – | – | 0.16% | 116 |
|
|
2022
Q4 | $430K | Buy |
+769
| New | +$430K | 0.17% | 108 |
|