WP
WMS Partners’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,044
| Closed | -$938K | – | 22 |
|
|
2024
Q4 | $938K | Buy |
4,044
+1,731
| +75% | +$401K | 0.05% | 127 |
|
|
2024
Q3 | $399K | Buy |
2,313
+2,167
| +1,484% | +$374K | 0.02% | 203 |
|
|
2024
Q2 | $234K | Buy |
+146
| New | +$234K | 0.02% | 234 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 254 |
|
|
2023
Q3 | – | Sell |
-251
| Closed | -$218K | – | 261 |
|
|
2023
Q2 | $218K | Buy |
+251
| New | +$218K | 0.02% | 260 |
|
|
2016
Q2 | – | Sell |
-4,026
| Closed | -$622K | – | 204 |
|
|
2016
Q1 | $622K | Buy |
4,026
+251
| +7% | +$38.8K | 0.09% | 98 |
|
|
2015
Q4 | $548K | Hold |
3,775
| – | – | 0.08% | 109 |
|
|
2015
Q3 | $472K | Buy |
3,775
+2,000
| +113% | +$250K | 0.07% | 117 |
|
|
2015
Q2 | $236K | Buy |
+1,775
| New | +$236K | 0.03% | 242 |
|