WLPWM
Walled Lake Planning & Wealth Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Buy |
3,682
+2,302
| +167% | +$635K | 0.33% | 46 |
|
|
2025
Q1 | $231K | Sell |
1,380
-59
| -4% | -$9.88K | 0.08% | 117 |
|
|
2024
Q4 | $334K | Hold |
1,439
| – | – | 0.12% | 97 |
|
|
2024
Q3 | $248K | Buy |
1,439
+1,092
| +315% | +$188K | 0.09% | 110 |
|
|
2024
Q2 | $557K | Hold |
347
| – | – | 0.23% | 55 |
|
|
2024
Q1 | $460K | Buy |
347
+1
| +0.3% | +$1.33K | 0.19% | 61 |
|
|
2023
Q4 | $386K | Hold |
346
| – | – | 0.18% | 62 |
|
|
2023
Q3 | $287K | Hold |
346
| – | – | 0.14% | 69 |
|
|
2023
Q2 | $300K | Buy |
+346
| New | +$300K | 0.15% | 66 |
|
|
2021
Q4 | – | Sell |
-267
| Closed | -$129K | – | 120 |
|
|
2021
Q3 | $129K | Hold |
267
| – | – | 0.08% | 102 |
|
|
2021
Q2 | $127K | Hold |
267
| – | – | 0.08% | 96 |
|
|
2021
Q1 | $124K | Hold |
267
| – | – | 0.09% | 96 |
|
|
2020
Q4 | $117K | Buy |
267
+224
| +521% | +$98.2K | 0.09% | 90 |
|
|
2020
Q3 | $16K | Hold |
43
| – | – | 0.01% | 185 |
|
|
2020
Q2 | $14K | Buy |
43
+24
| +126% | +$7.81K | 0.01% | 178 |
|
|
2020
Q1 | $5K | Hold |
19
| – | – | ﹤0.01% | 226 |
|
|
2019
Q4 | $6K | Buy |
+19
| New | +$6K | ﹤0.01% | 224 |
|