WMA
Wealth Management Associates’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.86M | Buy |
10,367
+50
| +0.5% | +$13.8K | 1.11% | 20 |
|
|
2025
Q1 | $1.73M | Sell |
10,317
-573
| -5% | -$95.9K | 0.74% | 30 |
|
|
2024
Q4 | $2.52M | Sell |
10,890
-458
| -4% | -$106K | 1.08% | 23 |
|
|
2024
Q3 | $1.96M | Buy |
11,348
+10,212
| +899% | +$1.76M | 0.86% | 26 |
|
|
2024
Q2 | $1.82M | Hold |
1,136
| – | – | 0.86% | 27 |
|
|
2024
Q1 | $1.82M | Sell |
1,136
-69
| -6% | -$111K | 0.86% | 27 |
|
|
2023
Q4 | $1.35M | Sell |
1,205
-120
| -9% | -$134K | 0.71% | 34 |
|
|
2023
Q3 | $1.1M | Buy |
1,325
+18
| +1% | +$15K | 0.64% | 38 |
|
|
2023
Q2 | $1.13M | Sell |
1,307
-242
| -16% | -$210K | 0.64% | 36 |
|
|
2023
Q1 | $994K | Sell |
1,549
-2
| -0.1% | -$1.28K | 0.61% | 40 |
|
|
2022
Q4 | $867K | Sell |
1,551
-200
| -11% | -$112K | 0.58% | 42 |
|
|
2022
Q3 | $777K | Buy |
1,751
+221
| +14% | +$98.1K | 0.55% | 42 |
|
|
2022
Q2 | $743K | Sell |
1,530
-50
| -3% | -$24.3K | 0.51% | 41 |
|
|
2022
Q1 | $995K | Sell |
1,580
-330
| -17% | -$208K | 0.56% | 40 |
|
|
2021
Q4 | $1.27M | Hold |
1,910
| – | – | 0.68% | 32 |
|
|
2021
Q3 | $926K | Hold |
1,910
| – | – | 0.54% | 41 |
|
|
2021
Q2 | $911K | Buy |
1,910
+536
| +39% | +$256K | 0.52% | 43 |
|
|
2021
Q1 | $637K | Sell |
1,374
-15
| -1% | -$6.96K | 0.4% | 62 |
|
|
2020
Q4 | $608K | Buy |
1,389
+4
| +0.3% | +$1.75K | 0.4% | 59 |
|
|
2020
Q3 | $505K | Sell |
1,385
-69
| -5% | -$25.1K | 0.39% | 59 |
|
|
2020
Q2 | $459K | Hold |
1,454
| – | – | 0.39% | 61 |
|
|
2020
Q1 | $345K | Buy |
1,454
+119
| +9% | +$28.2K | 0.35% | 72 |
|
|
2019
Q4 | $422K | Hold |
1,335
| – | – | 0.3% | 82 |
|
|
2019
Q3 | $369K | Buy |
+1,335
| New | +$369K | 0.3% | 81 |
|