MWM
MinichMacGregor Wealth Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $464K | Buy |
+1,684
| New | +$464K | 0.1% | 72 |
|
|
2025
Q1 | – | Sell |
-1,635
| Closed | -$379K | – | 126 |
|
|
2024
Q4 | $379K | Buy |
1,635
+443
| +37% | +$103K | 0.08% | 80 |
|
|
2024
Q3 | $206K | Buy |
+1,192
| New | +$206K | 0.04% | 110 |
|
|
2023
Q1 | – | Sell |
-54
| Closed | -$30.2K | – | 138 |
|
|
2022
Q4 | $30.2K | Buy |
+54
| New | +$30.2K | 0.01% | 239 |
|
|
2018
Q4 | – | Sell |
-10
| Closed | -$2K | – | 122 |
|
|
2018
Q3 | $2K | Sell |
10
-35
| -78% | -$7K | ﹤0.01% | 439 |
|
|
2018
Q2 | $10K | Buy |
+45
| New | +$10K | 0.01% | 297 |
|