MW
MBL Wealth’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.6M | Sell |
13,066
-63
| -0.5% | -$17.4K | 0.34% | 57 |
|
|
2025
Q1 | $2.2M | Buy |
13,129
+2,612
| +25% | +$437K | 0.22% | 65 |
|
|
2024
Q4 | $2.44M | Sell |
10,517
-160
| -1% | -$37.1K | 0.24% | 62 |
|
|
2024
Q3 | $1.84M | Buy |
10,677
+9,572
| +866% | +$1.65M | 0.2% | 65 |
|
|
2024
Q2 | $1.77M | Sell |
1,105
-52
| -4% | -$83.5K | 0.2% | 65 |
|
|
2024
Q1 | $1.53M | Sell |
1,157
-225
| -16% | -$298K | 0.17% | 65 |
|
|
2023
Q4 | $1.54M | Buy |
1,382
+312
| +29% | +$348K | 0.19% | 60 |
|
|
2023
Q3 | $889K | Sell |
1,070
-10
| -0.9% | -$8.31K | 0.13% | 76 |
|
|
2023
Q2 | $937K | Sell |
1,080
-22
| -2% | -$19.1K | 0.13% | 72 |
|
|
2023
Q1 | $707K | Buy |
1,102
+7
| +0.6% | +$4.49K | 0.11% | 77 |
|
|
2022
Q4 | $612K | Buy |
1,095
+23
| +2% | +$12.9K | 0.12% | 87 |
|
|
2022
Q3 | $476K | Buy |
1,072
+74
| +7% | +$32.9K | 0.1% | 97 |
|
|
2022
Q2 | $484K | Buy |
998
+4
| +0.4% | +$1.94K | 0.12% | 93 |
|
|
2022
Q1 | $626K | Buy |
+994
| New | +$626K | 0.15% | 83 |
|
|
2021
Q1 | $458K | Buy |
988
+377
| +62% | +$175K | 0.16% | 92 |
|
|
2020
Q4 | $268K | Buy |
+611
| New | +$268K | 0.11% | 106 |
|