MAWA
Moss Adams Wealth Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.89M | Buy |
17,726
+2,544
| +17% | +$701K | 0.44% | 22 |
|
|
2025
Q1 | $2.54M | Sell |
15,182
-592
| -4% | -$99.1K | 0.27% | 33 |
|
|
2024
Q4 | $3.66M | Buy |
15,774
+554
| +4% | +$128K | 0.39% | 23 |
|
|
2024
Q3 | $2.63M | Buy |
15,220
+14,057
| +1,209% | +$2.42M | 0.29% | 29 |
|
|
2024
Q2 | $1.87M | Sell |
1,163
-244
| -17% | -$392K | 0.26% | 34 |
|
|
2024
Q1 | $1.86M | Buy |
1,407
+101
| +8% | +$134K | 0.3% | 33 |
|
|
2023
Q4 | $1.46M | Buy |
1,306
+473
| +57% | +$529K | 0.3% | 29 |
|
|
2023
Q3 | $694K | Buy |
833
+17
| +2% | +$14.2K | 0.24% | 34 |
|
|
2023
Q2 | $710K | Buy |
816
+36
| +5% | +$31.3K | 0.23% | 35 |
|
|
2023
Q1 | $502K | Buy |
780
+39
| +5% | +$25.1K | 0.17% | 42 |
|
|
2022
Q4 | $414K | Buy |
+741
| New | +$414K | 0.21% | 59 |
|