MWM
AVGO icon

MOKAN Wealth Management’s Broadcom AVGO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$7.71M Sell
27,948
-3,569
-11% -$984K 4.31% 4
2025
Q1
$5.28M Buy
31,517
+1,293
+4% +$216K 3.18% 9
2024
Q4
$7.01M Buy
+30,224
New +$7.01M 4.46% 4