WAG
Wiser Advisor Group’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-738
| Closed | -$124K | – | 60 |
|
|
2025
Q1 | $124K | Buy |
738
+119
| +19% | +$19.9K | 0.18% | 59 |
|
|
2024
Q4 | $144K | Buy |
619
+1
| +0.2% | +$232 | 0.21% | 57 |
|
|
2024
Q3 | $107K | Buy |
618
+583
| +1,666% | +$101K | 0.16% | 66 |
|
|
2024
Q2 | $54.7K | Buy |
+35
| New | +$54.7K | 0.09% | 87 |
|