CWM
Cahaba Wealth Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.75M | Sell |
6,343
-539
| -8% | -$149K | 0.14% | 34 |
|
|
2025
Q1 | $1.15M | Buy |
6,882
+33
| +0.5% | +$5.53K | 0.1% | 47 |
|
|
2024
Q4 | $1.59M | Sell |
6,849
-27
| -0.4% | -$6.26K | 0.13% | 35 |
|
|
2024
Q3 | $1.19M | Buy |
6,876
+6,175
| +881% | +$1.07M | 0.1% | 46 |
|
|
2024
Q2 | $1.13M | Sell |
701
-43
| -6% | -$69K | 0.1% | 45 |
|
|
2024
Q1 | $985K | Sell |
744
-1
| -0.1% | -$1.33K | 0.09% | 52 |
|
|
2023
Q4 | $831K | Sell |
745
-90
| -11% | -$100K | 0.08% | 57 |
|
|
2023
Q3 | $694K | Sell |
835
-63
| -7% | -$52.3K | 0.08% | 64 |
|
|
2023
Q2 | $779K | Sell |
898
-83
| -8% | -$72K | 0.08% | 56 |
|
|
2023
Q1 | $629K | Sell |
981
-32
| -3% | -$20.5K | 0.07% | 66 |
|
|
2022
Q4 | $567K | Sell |
1,013
-18
| -2% | -$10.1K | 0.07% | 69 |
|
|
2022
Q3 | $458K | Buy |
1,031
+76
| +8% | +$33.8K | 0.06% | 78 |
|
|
2022
Q2 | $464K | Sell |
955
-115
| -11% | -$55.9K | 0.07% | 80 |
|
|
2022
Q1 | $593K | Sell |
1,070
-65
| -6% | -$36K | 0.08% | 67 |
|
|
2021
Q4 | $755K | Buy |
1,135
+14
| +1% | +$9.31K | 0.1% | 56 |
|
|
2021
Q3 | $543K | Buy |
+1,121
| New | +$543K | 0.08% | 73 |
|