WMA
West Michigan Advisors’s Broadcom AVGO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.15M | Buy |
22,327
+357
| +2% | +$98.4K | 1.74% | 11 |
|
2025
Q1 | $3.68M | Sell |
21,970
-438
| -2% | -$73.3K | 1.22% | 21 |
|
2024
Q4 | $5.2M | Sell |
22,408
-2,695
| -11% | -$625K | 1.57% | 13 |
|
2024
Q3 | $4.33M | Buy |
25,103
+22,671
| +932% | +$3.91M | 1.31% | 19 |
|
2024
Q2 | $3.9M | Buy |
2,432
+27
| +1% | +$43.3K | 1.24% | 17 |
|
2024
Q1 | $3.19M | Sell |
2,405
-379
| -14% | -$502K | 1.04% | 23 |
|
2023
Q4 | $3.11M | Buy |
2,784
+256
| +10% | +$286K | 1.18% | 19 |
|
2023
Q3 | $2.1M | Sell |
2,528
-12
| -0.5% | -$9.97K | 1.12% | 23 |
|
2023
Q2 | $2.2M | Buy |
2,540
+23
| +0.9% | +$19.9K | 0.88% | 28 |
|
2023
Q1 | $1.61M | Buy |
2,517
+1,170
| +87% | +$750K | 0.92% | 27 |
|
2022
Q4 | $753K | Buy |
1,347
+62
| +5% | +$34.7K | 0.55% | 42 |
|
2022
Q3 | $571K | Buy |
1,285
+48
| +4% | +$21.3K | 0.5% | 50 |
|
2022
Q2 | $601K | Buy |
1,237
+182
| +17% | +$88.4K | 0.52% | 50 |
|
2022
Q1 | $664K | Buy |
1,055
+599
| +131% | +$377K | 0.45% | 50 |
|
2021
Q4 | $303K | Buy |
+456
| New | +$303K | 0.23% | 88 |
|