WRPWM
Werba Rubin Papier Wealth Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $626K | Buy |
2,269
+537
| +31% | +$148K | 0.12% | 98 |
|
|
2025
Q1 | $290K | Buy |
1,732
+121
| +8% | +$20.3K | 0.06% | 136 |
|
|
2024
Q4 | $374K | Sell |
1,611
-2
| -0.1% | -$464 | 0.09% | 121 |
|
|
2024
Q3 | $278K | Buy |
1,613
+1,479
| +1,104% | +$255K | 0.07% | 135 |
|
|
2024
Q2 | $215K | Sell |
134
-81
| -38% | -$130K | 0.06% | 152 |
|
|
2024
Q1 | $285K | Sell |
215
-133
| -38% | -$176K | 0.08% | 108 |
|
|
2023
Q4 | $388K | Buy |
348
+34
| +11% | +$38K | 0.13% | 67 |
|
|
2023
Q3 | $261K | Buy |
314
+14
| +5% | +$11.6K | 0.09% | 94 |
|
|
2023
Q2 | $260K | Buy |
+300
| New | +$260K | 0.09% | 95 |
|