MN Wealth Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.81M | Buy |
6,554
+189
| +3% | +$52.1K | 1.05% | 19 |
|
2025
Q1 | $1.07M | Buy |
6,365
+62
| +1% | +$10.4K | 0.63% | 40 |
|
2024
Q4 | $1.46M | Buy |
6,303
+255
| +4% | +$59.1K | 0.82% | 30 |
|
2024
Q3 | $1.04M | Buy |
6,048
+18
| +0.3% | +$3.11K | 0.59% | 37 |
|
2024
Q2 | $969K | Buy |
6,030
+160
| +3% | +$25.7K | 0.56% | 41 |
|
2024
Q1 | $779K | Sell |
5,870
-10
| -0.2% | -$1.33K | 0.48% | 46 |
|
2023
Q4 | $657K | Buy |
+5,880
| New | +$657K | 0.45% | 52 |
|