YWM
Yoder Wealth Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $695K | Buy |
2,520
+208
| +9% | +$57.3K | 0.36% | 56 |
|
|
2025
Q1 | $387K | Buy |
2,312
+87
| +4% | +$14.6K | 0.22% | 71 |
|
|
2024
Q4 | $516K | Buy |
2,225
+16
| +0.7% | +$3.71K | 0.28% | 60 |
|
|
2024
Q3 | $381K | Buy |
2,209
+2,000
| +957% | +$345K | 0.23% | 67 |
|
|
2024
Q2 | $336K | Sell |
209
-12
| -5% | -$19.3K | 0.22% | 70 |
|
|
2024
Q1 | $293K | Buy |
221
+7
| +3% | +$9.28K | 0.19% | 78 |
|
|
2023
Q4 | $239K | Buy |
+214
| New | +$239K | 0.17% | 85 |
|
|
2023
Q3 | – | Sell |
-270
| Closed | -$234K | – | 78 |
|
|
2023
Q2 | $234K | Sell |
270
-53
| -16% | -$46K | 0.18% | 69 |
|
|
2023
Q1 | $207K | Buy |
+323
| New | +$207K | 0.17% | 71 |
|