Carson Wealth (CWM LLC)’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $207M | Buy |
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|
2025
Q2 | $160M | Buy |
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|
2025
Q1 | $96.2M | Sell |
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|
2024
Q4 | $136M | Buy |
|
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|
2024
Q3 | $89.7M | Buy |
|
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|
2024
Q2 | $72.2M | Buy |
|
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|
2024
Q1 | $46.3M | Buy |
|
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|
2023
Q4 | $32.6M | Buy |
|
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|
2023
Q3 | $18.6M | Buy |
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|
2023
Q2 | $13M | Buy |
|
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|
2023
Q1 | $7.41M | Buy |
|
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|
2022
Q4 | $4.96M | Buy |
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|
2022
Q3 | $2.94M | Buy |
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|
2022
Q2 | $2.97M | Sell |
|
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|
2022
Q1 | $4.01M | Buy |
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|
2021
Q4 | $3.89M | Buy |
|
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|
2021
Q2 | $1.51M | Hold |
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|
2021
Q1 | $1.51M | Hold |
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|
2020
Q4 | $1.51M | Hold |
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|
2020
Q3 | $1.51M | Hold |
|
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|
2020
Q2 | $1.51M | Hold |
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|
2020
Q1 | $1.51M | Hold |
|
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|
2019
Q4 | $1.51M | Hold |
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|
2019
Q3 | $1.51M | Hold |
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|
2019
Q2 | $1.51M | Hold |
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|
2019
Q1 | $1.51M | Buy |
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|
2018
Q4 | $222K | Buy |
|
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|
2018
Q3 | $159K | Buy |
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|
2018
Q2 | $60K | Buy |
|
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|
2018
Q1 | $56K | Buy |
|
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|
2017
Q4 | $54K | Hold |
|
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|
2017
Q3 | $51K | Buy |
|
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|
2017
Q2 | $46K | Buy |
|
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|
2017
Q1 | $37K | Sell |
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|
2016
Q4 | $94K | Buy |
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|
2016
Q3 | $47K | Buy |
|