Wealth Management Associates’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.86M | Buy |
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|
2025
Q1 | $1.73M | Sell |
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|
2024
Q4 | $2.52M | Sell |
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|
2024
Q3 | $1.96M | Sell |
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|
2024
Q2 | $1.82M | Hold |
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|
2024
Q1 | $1.82M | Sell |
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|
2023
Q4 | $1.35M | Sell |
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|
2023
Q3 | $1.1M | Buy |
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|
2023
Q2 | $1.13M | Sell |
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|
2023
Q1 | $994K | Sell |
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|
2022
Q4 | $867K | Sell |
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|
2022
Q3 | $777K | Buy |
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|
2022
Q2 | $743K | Sell |
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|
2022
Q1 | $995K | Sell |
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|
2021
Q4 | $1.27M | Hold |
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|
2021
Q3 | $926K | Hold |
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|
2021
Q2 | $911K | Buy |
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|
2021
Q1 | $637K | Sell |
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|
2020
Q4 | $608K | Buy |
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|
2020
Q3 | $505K | Sell |
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|
2020
Q2 | $459K | Hold |
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|
2020
Q1 | $345K | Buy |
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|
2019
Q4 | $422K | Hold |
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|
2019
Q3 | $369K | Buy |
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