WAM
WFA Asset Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $340K | Hold |
212
| – | – | 0.19% | 38 |
|
|
2025
Q1 | $281K | Sell |
212
-1,908
| -90% | -$2.53M | 0.15% | 48 |
|
|
2024
Q4 | $492K | Hold |
2,120
| – | – | 0.27% | 30 |
|
|
2024
Q3 | $366K | Buy |
2,120
+1,908
| +900% | +$329K | 0.2% | 38 |
|
|
2024
Q2 | $340K | Hold |
212
| – | – | 0.19% | 38 |
|
|
2024
Q1 | $281K | Buy |
212
+1
| +0.5% | +$1.33K | 0.15% | 48 |
|
|
2023
Q4 | $236K | Buy |
211
+208
| +6,933% | +$232K | 0.13% | 47 |
|
|
2023
Q3 | $2.49K | Buy |
+3
| New | +$2.49K | ﹤0.01% | 211 |
|
|
2022
Q2 | – | Sell |
-4
| Closed | -$2.52K | – | 223 |
|
|
2022
Q1 | $2.52K | Buy |
+4
| New | +$2.52K | ﹤0.01% | 182 |
|