MCWA
Meadow Creek Wealth Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.89M | Buy |
17,746
+979
| +6% | +$270K | 3.3% | 6 |
|
|
2025
Q1 | $2.81M | Sell |
16,767
-160
| -0.9% | -$26.8K | 2.09% | 9 |
|
|
2024
Q4 | $3.92M | Sell |
16,927
-550
| -3% | -$128K | 2.82% | 8 |
|
|
2024
Q3 | $3.01M | Buy |
17,477
+15,750
| +912% | +$2.72M | 2.39% | 7 |
|
|
2024
Q2 | $2.77M | Buy |
1,727
+107
| +7% | +$172K | 2.62% | 7 |
|
|
2024
Q1 | $2.15M | Buy |
1,620
+6
| +0.4% | +$7.95K | 1.49% | 13 |
|
|
2023
Q4 | $1.8M | Buy |
+1,614
| New | +$1.8M | 1.75% | 10 |
|
|
2022
Q3 | $720K | Buy |
1,621
+14
| +0.9% | +$6.22K | 0.95% | 17 |
|
|
2022
Q2 | $781K | Buy |
1,607
+32
| +2% | +$15.6K | 0.96% | 17 |
|
|
2022
Q1 | $992K | Sell |
1,575
-126
| -7% | -$79.4K | 1.08% | 14 |
|
|
2021
Q4 | $1.13M | Buy |
+1,701
| New | +$1.13M | 1.07% | 16 |
|