WMG Financial Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.62M | Sell |
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|
2025
Q2 | $2.26M | Buy |
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|
2025
Q1 | $1.36M | Sell |
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|
2024
Q4 | $1.95M | Buy |
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|
2024
Q3 | $1.39M | Buy |
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|
2024
Q2 | $1.21M | Buy |
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|
2024
Q1 | $795K | Buy |
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|
2023
Q4 | $632K | Buy |
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|
2023
Q3 | $412K | Sell |
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|
2023
Q2 | $445K | Hold |
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|
2023
Q1 | $329K | Buy |
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|
2022
Q4 | $262K | Sell |
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|
2022
Q3 | $209K | Buy |
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|
2022
Q2 | $224K | Buy |
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|
2022
Q1 | $264K | Sell |
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|
2021
Q4 | $335K | Buy |
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