WAM
Weinberger Asset Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $437K | Sell |
1,584
-5
| -0.3% | -$1.38K | 0.17% | 62 |
|
|
2025
Q1 | $266K | Buy |
1,589
+63
| +4% | +$10.5K | 0.11% | 73 |
|
|
2024
Q4 | $354K | Sell |
1,526
-12
| -0.8% | -$2.78K | 0.15% | 67 |
|
|
2024
Q3 | $265K | Buy |
1,538
+1,390
| +939% | +$240K | 0.11% | 74 |
|
|
2024
Q2 | $238K | Buy |
+148
| New | +$238K | 0.11% | 79 |
|