MWM
Modera Wealth Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $109M | Sell |
394,226
-12,008
| -3% | -$3.31M | 1.35% | 17 |
|
|
2025
Q1 | $68M | Sell |
406,234
-21,919
| -5% | -$3.67M | 0.92% | 29 |
|
|
2024
Q4 | $99.3M | Sell |
428,153
-12,429
| -3% | -$2.88M | 1.2% | 17 |
|
|
2024
Q3 | $76M | Buy |
440,582
+394,327
| +853% | +$68M | 0.97% | 26 |
|
|
2024
Q2 | $74.3M | Sell |
46,255
-2,731
| -6% | -$4.38M | 1.09% | 22 |
|
|
2024
Q1 | $64.9M | Sell |
48,986
-1,800
| -4% | -$2.39M | 0.99% | 27 |
|
|
2023
Q4 | $56.7M | Sell |
50,786
-3,073
| -6% | -$3.43M | 0.94% | 27 |
|
|
2023
Q3 | $44.7M | Sell |
53,859
-2,244
| -4% | -$1.86M | 0.84% | 30 |
|
|
2023
Q2 | $48.7M | Buy |
56,103
+55,353
| +7,380% | +$48M | 0.88% | 25 |
|
|
2023
Q1 | $481K | Buy |
750
+95
| +15% | +$60.9K | 0.02% | 220 |
|
|
2022
Q4 | $366K | Sell |
655
-15
| -2% | -$8.39K | 0.01% | 251 |
|
|
2022
Q3 | $297K | Sell |
670
-28
| -4% | -$12.4K | 0.02% | 244 |
|
|
2022
Q2 | $339K | Buy |
698
+52
| +8% | +$25.3K | 0.02% | 238 |
|
|
2022
Q1 | $407K | Buy |
+646
| New | +$407K | 0.02% | 234 |
|