MWS
Maxwell Wealth Strategies’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $7.66M | Sell |
33,037
-190
| -0.6% | -$44.1K | 3.13% | 6 |
|
|
2024
Q3 | $5.78M | Buy |
33,227
+30,440
| +1,092% | +$5.29M | 2.46% | 8 |
|
|
2024
Q2 | $4.47M | Buy |
2,787
+9
| +0.3% | +$14.5K | 2.19% | 10 |
|
|
2024
Q1 | $3.79M | Buy |
2,778
+60
| +2% | +$81.9K | 1.92% | 13 |
|
|
2023
Q4 | $3.03M | Buy |
+2,718
| New | +$3.03M | 1.98% | 10 |
|