WAM
Worth Asset Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.79M | Sell |
6,494
-7,421
| -53% | -$2.05M | 0.88% | 25 |
|
|
2025
Q1 | $2.33M | Buy |
13,915
+11,616
| +505% | +$1.94M | 1.27% | 17 |
|
|
2024
Q4 | $533K | Sell |
2,299
-14,795
| -87% | -$3.43M | 0.28% | 67 |
|
|
2024
Q3 | $2.95M | Buy |
17,094
+16,882
| +7,963% | +$2.91M | 1.6% | 14 |
|
|
2024
Q2 | $340K | Sell |
212
-1,849
| -90% | -$2.97M | 0.2% | 81 |
|
|
2024
Q1 | $2.73M | Buy |
+2,061
| New | +$2.73M | 1.68% | 10 |
|
|
2023
Q3 | – | Sell |
-102
| Closed | -$88.5K | – | 117 |
|
|
2023
Q2 | $88.5K | Buy |
102
+90
| +750% | +$78.1K | 0.07% | 149 |
|
|
2023
Q1 | $7.7K | Hold |
12
| – | – | 0.01% | 342 |
|
|
2022
Q4 | $6.71K | Hold |
12
| – | – | ﹤0.01% | 337 |
|
|
2022
Q3 | $5K | Hold |
12
| – | – | ﹤0.01% | 345 |
|
|
2022
Q2 | $6K | Sell |
12
-93
| -89% | -$46.5K | ﹤0.01% | 387 |
|
|
2022
Q1 | $60K | Buy |
+105
| New | +$60K | 0.04% | 186 |
|