MSWM
Mowery & Schoenfeld Wealth Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $323K | Sell |
1,170
-12
| -1% | -$3.31K | 0.49% | 33 |
|
|
2025
Q1 | $198K | Buy |
1,182
+12
| +1% | +$2.01K | 0.39% | 49 |
|
|
2024
Q4 | $271K | Buy |
1,170
+840
| +255% | +$195K | 0.53% | 36 |
|
|
2024
Q3 | $56.9K | Buy |
330
+297
| +900% | +$51.2K | 0.09% | 92 |
|
|
2024
Q2 | $53K | Buy |
+33
| New | +$53K | 0.08% | 94 |
|