WOSD
WFA of San Diego’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $101K | Buy |
+366
| New | +$101K | 0.07% | 134 |
|
|
2024
Q3 | $8.63K | Buy |
50
+45
| +900% | +$7.76K | 0.01% | 291 |
|
|
2024
Q2 | $8.03K | Buy |
+5
| New | +$8.03K | 0.01% | 294 |
|
|
2023
Q3 | $4.15K | Buy |
+5
| New | +$4.15K | ﹤0.01% | 319 |
|
|
2023
Q1 | – | Sell |
-43
| Closed | -$24K | – | 93 |
|
|
2022
Q4 | $24K | Buy |
+43
| New | +$24K | 0.02% | 273 |
|
|
2022
Q3 | – | Sell |
-14
| Closed | -$7K | – | 108 |
|
|
2022
Q2 | $7K | Buy |
+14
| New | +$7K | 0.01% | 294 |
|