MWM
MGB Wealth Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.54M | Sell |
34,808
-2,782
| -7% | -$762K | 3.14% | 5 |
|
|
2025
Q1 | $6.31M | Sell |
37,590
-206
| -0.5% | -$34.6K | 2.28% | 8 |
|
|
2024
Q4 | $8.81M | Buy |
37,796
+511
| +1% | +$119K | 2.73% | 4 |
|
|
2024
Q3 | $6.43M | Buy |
37,285
+33,561
| +901% | +$5.79M | 2.33% | 8 |
|
|
2024
Q2 | $6.34M | Buy |
3,724
+6
| +0.2% | +$10.2K | 2.37% | 8 |
|
|
2024
Q1 | $4.93M | Hold |
3,718
| – | – | 2% | 8 |
|
|
2023
Q4 | $4.15M | Buy |
+3,718
| New | +$4.15M | 2.09% | 6 |
|