MWM
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MBE Wealth Management’s Broadcom AVGO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$369K Sell
1,340
-114
-8% -$31.4K 0.16% 80
2025
Q1
$243K Buy
1,454
+569
+64% +$95.3K 0.12% 104
2024
Q4
$205K Sell
885
-330
-27% -$76.5K 0.12% 97
2024
Q3
$210K Buy
+1,215
New +$210K 0.12% 94