MSWM
McGlone Suttner Wealth Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.99M | Buy |
7,215
+947
| +15% | +$261K | 0.3% | 35 |
|
|
2025
Q1 | $1.05M | Buy |
6,268
+1,003
| +19% | +$168K | 0.17% | 66 |
|
|
2024
Q4 | $1.22M | Sell |
5,265
-2,270
| -30% | -$526K | 0.2% | 53 |
|
|
2024
Q3 | $1.3M | Buy |
7,535
+6,912
| +1,109% | +$1.19M | 0.27% | 47 |
|
|
2024
Q2 | $696K | Sell |
623
-52
| -8% | -$58.1K | 0.14% | 69 |
|
|
2024
Q1 | $895K | Buy |
675
+52
| +8% | +$68.9K | 0.17% | 65 |
|
|
2023
Q4 | $696K | Buy |
623
+47
| +8% | +$52.5K | 0.14% | 69 |
|
|
2023
Q3 | $482K | Buy |
576
+21
| +4% | +$17.6K | 0.11% | 75 |
|
|
2023
Q2 | $485K | Buy |
555
+34
| +7% | +$29.7K | 0.11% | 77 |
|
|
2023
Q1 | $336K | Buy |
521
+34
| +7% | +$22K | 0.09% | 97 |
|
|
2022
Q4 | $273K | Buy |
+487
| New | +$273K | 0.09% | 105 |
|