WR Wealth Planners’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $229K | Sell |
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|
2024
Q3 | $216K | Buy |
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|
2024
Q2 | $194K | Buy |
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|
2024
Q1 | $135K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $67K | Sell |
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|
2023
Q2 | $80.4K | Buy |
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|
2023
Q1 | $44.7K | Buy |
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|
2022
Q4 | $17.7K | Hold |
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|
2022
Q3 | $14.1K | Hold |
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|
2022
Q2 | $15.4K | Hold |
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|
2022
Q1 | $20K | Buy |
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