WMS Partners’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$938K Buy
2024
Q3
$399K Buy
2024
Q2
$234K Buy
2023
Q4
Hold
2023
Q3
Sell
2023
Q2
$218K Buy
2016
Q2
Sell
2016
Q1
$622K Buy
2015
Q4
$548K Hold
2015
Q3
$472K Buy
2015
Q2
$236K Buy