NWM
Northwest Wealth Management’s Broadcom AVGO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $600K | Buy |
2,175
+294
| +16% | +$81K | 0.11% | 95 |
|
2025
Q1 | $315K | Sell |
1,881
-26
| -1% | -$4.35K | 0.06% | 131 |
|
2024
Q4 | $442K | Buy |
1,907
+337
| +21% | +$78.1K | 0.09% | 99 |
|
2024
Q3 | $271K | Buy |
1,570
+1,411
| +887% | +$243K | 0.06% | 127 |
|
2024
Q2 | $255K | Buy |
159
+4
| +3% | +$6.42K | 0.07% | 137 |
|
2024
Q1 | $205K | Buy |
+155
| New | +$205K | 0.06% | 163 |
|