WMS
Wealth Management Solutions’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $380K | Hold |
458
| – | – | 0.26% | 53 |
|
|
2023
Q2 | $397K | Sell |
458
-213
| -32% | -$185K | 0.26% | 51 |
|
|
2023
Q1 | $430K | Buy |
671
+3
| +0.4% | +$1.92K | 0.25% | 47 |
|
|
2022
Q4 | $374K | Buy |
668
+3
| +0.5% | +$1.68K | 0.2% | 60 |
|
|
2022
Q3 | $295K | Buy |
665
+4
| +0.6% | +$1.77K | 0.17% | 60 |
|
|
2022
Q2 | $321K | Buy |
661
+4
| +0.6% | +$1.94K | 0.18% | 60 |
|
|
2022
Q1 | $414K | Sell |
657
-140
| -18% | -$88.2K | 0.22% | 63 |
|
|
2021
Q4 | $531K | Buy |
+797
| New | +$531K | 0.27% | 59 |
|