MWM
Minot Wealth Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $6.72M | Sell |
13,821
-269
| -2% | -$131K | 1.73% | 12 |
|
|
2022
Q1 | $8.87M | Buy |
14,090
+68
| +0.5% | +$42.8K | 1.91% | 11 |
|
|
2021
Q4 | $9.33M | Buy |
14,022
+198
| +1% | +$132K | 1.8% | 12 |
|
|
2021
Q3 | $6.7M | Buy |
13,824
+294
| +2% | +$143K | 1.45% | 18 |
|
|
2021
Q2 | $6.55M | Buy |
13,530
+1,333
| +11% | +$645K | 1.43% | 19 |
|
|
2021
Q1 | $5.66M | Buy |
12,197
+283
| +2% | +$131K | 1.44% | 17 |
|
|
2020
Q4 | $5.22M | Buy |
11,914
+1,671
| +16% | +$732K | 1.56% | 17 |
|
|
2020
Q3 | $3.73M | Buy |
10,243
+849
| +9% | +$309K | 1.41% | 21 |
|
|
2020
Q2 | $2.97M | Buy |
9,394
+2,630
| +39% | +$830K | 1.48% | 26 |
|
|
2020
Q1 | $1.6M | Buy |
+6,764
| New | +$1.6M | 1.15% | 30 |
|