MWA
MFA Wealth Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $877K | Hold |
3,181
| – | – | 0.21% | 52 |
|
|
2025
Q1 | $533K | Buy |
3,181
+751
| +31% | +$126K | 0.13% | 59 |
|
|
2024
Q4 | $563K | Hold |
2,430
| – | – | 0.14% | 50 |
|
|
2024
Q3 | $419K | Buy |
2,430
+2,187
| +900% | +$377K | 0.09% | 66 |
|
|
2024
Q2 | $390K | Hold |
243
| – | – | 0.09% | 71 |
|
|
2024
Q1 | $322K | Sell |
243
-3
| -1% | -$3.98K | 0.08% | 72 |
|
|
2023
Q4 | $275K | Buy |
246
+3
| +1% | +$3.35K | 0.08% | 79 |
|
|
2023
Q3 | $202K | Hold |
243
| – | – | 0.06% | 74 |
|
|
2023
Q2 | $211K | Buy |
+243
| New | +$211K | 0.07% | 76 |
|