MWM
AVGO icon

Mindset Wealth Management’s Broadcom AVGO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.12M Buy
11,301
+145
+1% +$40K 1.02% 6
2025
Q1
$1.87M Buy
11,156
+184
+2% +$30.8K 0.73% 11
2024
Q4
$2.54M Buy
10,972
+374
+4% +$86.7K 0.93% 8
2024
Q3
$1.83M Buy
+10,598
New +$1.83M 0.76% 8