MPW
AVGO icon

Monterey Private Wealth’s Broadcom AVGO Stock Holding History

Monterey Private Wealth’s Portfolio AVGO Stock Details AVGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		$465K Buy
2,780
+48
+2% +$8.04K 0.14% 71
2024
Q4 		$633K Buy
2,732
+353
+15% +$81.8K 0.21% 50
2024
Q3 		$410K Buy
2,379
+89
+4% +$15.4K 0.14% 66
2024
Q2 		$368K Buy
+2,290
New +$368K 0.14% 69