TMWM
Taylor & Morgan Wealth Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.34M | Buy |
12,118
+19
| +0.2% | +$5.24K | 2.25% | 12 |
|
|
2025
Q1 | $2.03M | Sell |
12,099
-358
| -3% | -$59.9K | 1.53% | 16 |
|
|
2024
Q4 | $2.89M | Sell |
12,457
-1,595
| -11% | -$370K | 2.03% | 14 |
|
|
2024
Q3 | $2.42M | Buy |
14,052
+12,424
| +763% | +$2.14M | 1.63% | 14 |
|
|
2024
Q2 | $2.61M | Sell |
1,628
-47
| -3% | -$75.5K | 1.85% | 14 |
|
|
2024
Q1 | $2.22M | Sell |
1,675
-44
| -3% | -$58.3K | 1.63% | 14 |
|
|
2023
Q4 | $1.92M | Buy |
1,719
+136
| +9% | +$152K | 1.53% | 14 |
|
|
2023
Q3 | $1.31M | Sell |
1,583
-253
| -14% | -$210K | 1.18% | 16 |
|
|
2023
Q2 | $1.59M | Sell |
1,836
-191
| -9% | -$166K | 1.31% | 15 |
|
|
2023
Q1 | $1.3M | Sell |
2,027
-26
| -1% | -$16.7K | 1.13% | 18 |
|
|
2022
Q4 | $1.15M | Sell |
2,053
-20
| -1% | -$11.2K | 1.08% | 19 |
|
|
2022
Q3 | $920K | Buy |
2,073
+2
| +0.1% | +$888 | 0.92% | 22 |
|
|
2022
Q2 | $1.01M | Buy |
2,071
+35
| +2% | +$17K | 0.95% | 23 |
|
|
2022
Q1 | $1.28M | Buy |
2,036
+626
| +44% | +$394K | 1.05% | 20 |
|
|
2021
Q4 | $938K | Buy |
+1,410
| New | +$938K | 0.76% | 32 |
|