WFAG
Worth Financial Advisory Group’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.38M | Buy |
8,638
+6,892
| +395% | +$1.9M | 1.46% | 18 |
|
|
2025
Q1 | $292K | Buy |
1,746
+301
| +21% | +$50.4K | 0.19% | 121 |
|
|
2024
Q4 | $335K | Buy |
1,445
+60
| +4% | +$13.9K | 0.21% | 102 |
|
|
2024
Q3 | $239K | Buy |
+1,385
| New | +$239K | 0.14% | 150 |
|
|
2024
Q2 | – | Sell |
-263
| Closed | -$349K | – | 149 |
|
|
2024
Q1 | $349K | Buy |
263
+11
| +4% | +$14.6K | 0.24% | 96 |
|
|
2023
Q4 | $281K | Buy |
+252
| New | +$281K | 0.22% | 101 |
|