MMPW
Mitchell McLeod Pugh & Williams’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.17M | Buy |
29,651
+948
| +3% | +$261K | 1.52% | 12 |
|
|
2025
Q1 | $4.81M | Buy |
28,703
+961
| +3% | +$161K | 0.99% | 18 |
|
|
2024
Q4 | $6.43M | Sell |
27,742
-2,774
| -9% | -$643K | 1.35% | 14 |
|
|
2024
Q3 | $5.26M | Buy |
30,516
+27,417
| +885% | +$4.73M | 1.1% | 18 |
|
|
2024
Q2 | $4.97M | Sell |
3,099
-204
| -6% | -$327K | 1.14% | 18 |
|
|
2024
Q1 | $4.38M | Sell |
3,303
-333
| -9% | -$441K | 1.05% | 20 |
|
|
2023
Q4 | $4.06M | Buy |
3,636
+148
| +4% | +$165K | 1.07% | 21 |
|
|
2023
Q3 | $2.9M | Sell |
3,488
-6
| -0.2% | -$4.98K | 0.85% | 27 |
|
|
2023
Q2 | $3.03M | Sell |
3,494
-29
| -0.8% | -$25.2K | 0.88% | 25 |
|
|
2023
Q1 | $2.26M | Sell |
3,523
-289
| -8% | -$185K | 0.7% | 33 |
|
|
2022
Q4 | $2.13M | Buy |
3,812
+202
| +6% | +$113K | 0.72% | 29 |
|
|
2022
Q3 | $1.6M | Buy |
3,610
+218
| +6% | +$96.8K | 0.62% | 43 |
|
|
2022
Q2 | $1.65M | Buy |
3,392
+9
| +0.3% | +$4.37K | 0.64% | 41 |
|
|
2022
Q1 | $2.13M | Sell |
3,383
-186
| -5% | -$117K | 0.71% | 34 |
|
|
2021
Q4 | $2.38M | Buy |
3,569
+16
| +0.5% | +$10.6K | 0.78% | 29 |
|
|
2021
Q3 | $1.72M | Buy |
3,553
+130
| +4% | +$63K | 0.64% | 42 |
|
|
2021
Q2 | $1.63M | Hold |
3,423
| – | – | 0.63% | 44 |
|
|
2021
Q1 | $1.59M | Buy |
3,423
+42
| +1% | +$19.5K | 0.66% | 42 |
|
|
2020
Q4 | $1.48M | Sell |
3,381
-4
| -0.1% | -$1.75K | 0.68% | 41 |
|
|
2020
Q3 | $1.23M | Buy |
3,385
+244
| +8% | +$88.9K | 0.63% | 44 |
|
|
2020
Q2 | $991K | Hold |
3,141
| – | – | 0.56% | 56 |
|
|
2020
Q1 | $745K | Buy |
3,141
+193
| +7% | +$45.8K | 0.58% | 58 |
|
|
2019
Q4 | $932K | Hold |
2,948
| – | – | 0.59% | 53 |
|
|
2019
Q3 | $814K | Hold |
2,948
| – | – | 0.55% | 62 |
|
|
2019
Q2 | $849K | Hold |
2,948
| – | – | 0.58% | 60 |
|
|
2019
Q1 | $886K | Buy |
2,948
+40
| +1% | +$12K | 0.62% | 56 |
|
|
2018
Q4 | $739K | Sell |
2,908
-13
| -0.4% | -$3.3K | 0.59% | 59 |
|
|
2018
Q3 | $721K | Buy |
2,921
+13
| +0.4% | +$3.21K | 0.49% | 70 |
|
|
2018
Q2 | $706K | Hold |
2,908
| – | – | 0.5% | 70 |
|
|
2018
Q1 | $685K | Hold |
2,908
| – | – | 0.49% | 70 |
|
|
2017
Q4 | $747K | Buy |
2,908
+260
| +10% | +$66.8K | 0.52% | 70 |
|
|
2017
Q3 | $642K | Sell |
2,648
-40
| -1% | -$9.7K | 0.47% | 79 |
|
|
2017
Q2 | $626K | Buy |
2,688
+90
| +3% | +$21K | 0.48% | 79 |
|
|
2017
Q1 | $569K | Buy |
2,598
+140
| +6% | +$30.7K | 0.45% | 80 |
|
|
2016
Q4 | $435K | Buy |
2,458
+413
| +20% | +$73.1K | 0.35% | 106 |
|
|
2016
Q3 | $353K | Hold |
2,045
| – | – | 0.31% | 113 |
|
|
2016
Q2 | $318K | Buy |
+2,045
| New | +$318K | 0.29% | 117 |
|