MWM
Mission Wealth Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.9M | Buy |
119,261
+2,068
| +2% | +$570K | 0.7% | 22 |
|
|
2025
Q1 | $19.6M | Buy |
117,193
+9,524
| +9% | +$1.59M | 0.48% | 34 |
|
|
2024
Q4 | $25M | Buy |
107,669
+17,657
| +20% | +$4.09M | 0.58% | 28 |
|
|
2024
Q3 | $15.5M | Buy |
90,012
+80,391
| +836% | +$13.9M | 0.38% | 37 |
|
|
2024
Q2 | $15.4M | Sell |
9,621
-488
| -5% | -$784K | 0.41% | 34 |
|
|
2024
Q1 | $13.4M | Buy |
10,109
+1,701
| +20% | +$2.25M | 0.35% | 37 |
|
|
2023
Q4 | $9.38M | Buy |
8,408
+1,931
| +30% | +$2.16M | 0.3% | 44 |
|
|
2023
Q3 | $5.38M | Buy |
6,477
+3,361
| +108% | +$2.79M | 0.2% | 66 |
|
|
2023
Q2 | $2.7M | Sell |
3,116
-300
| -9% | -$260K | 0.1% | 101 |
|
|
2023
Q1 | $2.19M | Buy |
3,416
+990
| +41% | +$635K | 0.09% | 120 |
|
|
2022
Q4 | $1.36M | Sell |
2,426
-25
| -1% | -$14K | 0.06% | 153 |
|
|
2022
Q3 | $1.09M | Buy |
2,451
+383
| +19% | +$170K | 0.06% | 166 |
|
|
2022
Q2 | $1.01M | Buy |
2,068
+65
| +3% | +$31.6K | 0.05% | 184 |
|
|
2022
Q1 | $1.26M | Sell |
2,003
-242
| -11% | -$152K | 0.06% | 158 |
|
|
2021
Q4 | $1.49M | Sell |
2,245
-2,151
| -49% | -$1.43M | 0.07% | 132 |
|
|
2021
Q3 | $2.13M | Buy |
4,396
+2,440
| +125% | +$1.18M | 0.11% | 95 |
|
|
2021
Q2 | $932K | Buy |
1,956
+39
| +2% | +$18.6K | 0.05% | 175 |
|
|
2021
Q1 | $889K | Sell |
1,917
-6,117
| -76% | -$2.84M | 0.05% | 162 |
|
|
2020
Q4 | $3.52M | Buy |
8,034
+226
| +3% | +$99K | 0.22% | 55 |
|
|
2020
Q3 | $2.85M | Sell |
7,808
-68
| -0.9% | -$24.8K | 0.21% | 58 |
|
|
2020
Q2 | $2.49M | Sell |
7,876
-2
| -0% | -$631 | 0.21% | 61 |
|
|
2020
Q1 | $1.87M | Buy |
7,878
+50
| +0.6% | +$11.9K | 0.21% | 66 |
|
|
2019
Q4 | $2.47M | Buy |
7,828
+66
| +0.9% | +$20.9K | 0.24% | 63 |
|
|
2019
Q3 | $2.14M | Buy |
7,762
+154
| +2% | +$42.5K | 0.23% | 61 |
|
|
2019
Q2 | $2.19M | Sell |
7,608
-41
| -0.5% | -$11.8K | 0.25% | 58 |
|
|
2019
Q1 | $2.3M | Buy |
7,649
+248
| +3% | +$74.6K | 0.27% | 56 |
|
|
2018
Q4 | $1.88M | Sell |
7,401
-96
| -1% | -$24.4K | 0.25% | 55 |
|
|
2018
Q3 | $1.85M | Buy |
7,497
+137
| +2% | +$33.8K | 0.24% | 57 |
|
|
2018
Q2 | $1.79M | Buy |
7,360
+127
| +2% | +$30.8K | 0.26% | 52 |
|
|
2018
Q1 | $1.7M | Buy |
+7,233
| New | +$1.7M | 0.27% | 45 |
|