MWPCG
Measured Wealth Private Client Group’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.12M | Sell |
11,317
-275
| -2% | -$75.8K | 0.93% | 24 |
|
|
2025
Q1 | $1.94M | Sell |
11,592
-1,522
| -12% | -$255K | 0.62% | 25 |
|
|
2024
Q4 | $3.04M | Sell |
13,114
-4,946
| -27% | -$1.15M | 0.98% | 20 |
|
|
2024
Q3 | $3.12M | Buy |
18,060
+16,252
| +899% | +$2.8M | 1.04% | 19 |
|
|
2024
Q2 | $2.9M | Sell |
1,808
-185
| -9% | -$297K | 1.02% | 18 |
|
|
2024
Q1 | $2.64M | Buy |
1,993
+6
| +0.3% | +$7.95K | 0.92% | 20 |
|
|
2023
Q4 | $2.22M | Sell |
1,987
-97
| -5% | -$108K | 0.82% | 18 |
|
|
2023
Q3 | $1.73M | Sell |
2,084
-77
| -4% | -$64K | 0.7% | 18 |
|
|
2023
Q2 | $1.87M | Buy |
2,161
+13
| +0.6% | +$11.3K | 0.71% | 18 |
|
|
2023
Q1 | $1.38M | Buy |
2,148
+169
| +9% | +$108K | 0.53% | 25 |
|
|
2022
Q4 | $1.11M | Buy |
1,979
+396
| +25% | +$221K | 0.46% | 33 |
|
|
2022
Q3 | $703K | Buy |
1,583
+188
| +13% | +$83.5K | 0.31% | 43 |
|
|
2022
Q2 | $678K | Buy |
1,395
+589
| +73% | +$286K | 0.3% | 52 |
|
|
2022
Q1 | $508K | Buy |
806
+30
| +4% | +$18.9K | 0.19% | 66 |
|
|
2021
Q4 | $516K | Sell |
776
-150
| -16% | -$99.7K | 0.18% | 71 |
|
|
2021
Q3 | $449K | Buy |
926
+341
| +58% | +$165K | 0.17% | 77 |
|
|
2021
Q2 | $279K | Hold |
585
| – | – | 0.09% | 145 |
|
|
2021
Q1 | $271K | Hold |
585
| – | – | 0.1% | 125 |
|
|
2020
Q4 | $256K | Sell |
585
-62
| -10% | -$27.1K | 0.11% | 115 |
|
|
2020
Q3 | $236K | Sell |
647
-1,817
| -74% | -$663K | 0.11% | 110 |
|
|
2020
Q2 | $778K | Buy |
+2,464
| New | +$778K | 0.45% | 37 |
|
|
2019
Q3 | – | Sell |
-695
| Closed | -$200K | – | 141 |
|
|
2019
Q2 | $200K | Sell |
695
-537
| -44% | -$155K | 0.12% | 185 |
|
|
2019
Q1 | $370K | Buy |
1,232
+166
| +16% | +$49.9K | 0.23% | 102 |
|
|
2018
Q4 | $271K | Buy |
1,066
+977
| +1,098% | +$248K | 0.25% | 67 |
|
|
2018
Q3 | $21K | Buy |
+89
| New | +$21K | 0.01% | 513 |
|