Carson Wealth (CWM LLC)’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $160M | Buy |
578,944
+4,084
| +0.7% | +$1.13M | 0.56% | 36 |
|
|
2025
Q1 | $96.2M | Sell |
574,860
-12,674
| -2% | -$2.12M | 0.38% | 53 |
|
|
2024
Q4 | $136M | Buy |
587,534
+67,622
| +13% | +$15.7M | 0.57% | 36 |
|
|
2024
Q3 | $89.7M | Buy |
519,912
+70,282
| +16% | +$12.1M | 0.39% | 45 |
|
|
2024
Q2 | $72.2M | Buy |
449,630
+100,110
| +29% | +$16.1M | 0.34% | 51 |
|
|
2024
Q1 | $46.3M | Buy |
349,520
+57,600
| +20% | +$7.63M | 0.23% | 86 |
|
|
2023
Q4 | $32.6M | Buy |
291,920
+68,380
| +31% | +$7.63M | 0.18% | 111 |
|
|
2023
Q3 | $18.6M | Buy |
223,540
+73,920
| +49% | +$6.14M | 0.11% | 166 |
|
|
2023
Q2 | $13M | Buy |
149,620
+34,130
| +30% | +$2.96M | 0.08% | 202 |
|
|
2023
Q1 | $7.41M | Buy |
115,490
+26,780
| +30% | +$1.72M | 0.05% | 262 |
|
|
2022
Q4 | $4.96M | Buy |
88,710
+22,440
| +34% | +$1.25M | 0.04% | 301 |
|
|
2022
Q3 | $2.94M | Buy |
66,270
+5,060
| +8% | +$225K | 0.02% | 361 |
|
|
2022
Q2 | $2.97M | Sell |
61,210
-2,520
| -4% | -$122K | 0.02% | 357 |
|
|
2022
Q1 | $4.01M | Buy |
63,730
+5,310
| +9% | +$334K | 0.03% | 325 |
|
|
2021
Q4 | $3.89M | Buy |
+58,420
| New | +$3.89M | 0.03% | 327 |
|
|
2021
Q2 | $1.51M | Hold |
31,620
| – | – | 0.01% | 497 |
|
|
2021
Q1 | $1.51M | Hold |
31,620
| – | – | 0.01% | 497 |
|
|
2020
Q4 | $1.51M | Hold |
31,620
| – | – | 0.01% | 497 |
|
|
2020
Q3 | $1.51M | Hold |
31,620
| – | – | 0.01% | 497 |
|
|
2020
Q2 | $1.51M | Hold |
31,620
| – | – | 0.01% | 497 |
|
|
2020
Q1 | $1.51M | Hold |
31,620
| – | – | 0.01% | 497 |
|
|
2019
Q4 | $1.51M | Hold |
31,620
| – | – | 0.01% | 497 |
|
|
2019
Q3 | $1.51M | Hold |
31,620
| – | – | 0.01% | 497 |
|
|
2019
Q2 | $1.51M | Hold |
31,620
| – | – | 0.01% | 497 |
|
|
2019
Q1 | $1.51M | Buy |
31,620
+22,900
| +263% | +$1.09M | 0.01% | 497 |
|
|
2018
Q4 | $222K | Buy |
8,720
+2,280
| +35% | +$58K | 0.01% | 576 |
|
|
2018
Q3 | $159K | Buy |
6,440
+3,970
| +161% | +$98K | ﹤0.01% | 550 |
|
|
2018
Q2 | $60K | Buy |
2,470
+80
| +3% | +$1.94K | ﹤0.01% | 597 |
|
|
2018
Q1 | $56K | Buy |
2,390
+280
| +13% | +$6.56K | ﹤0.01% | 536 |
|
|
2017
Q4 | $54K | Hold |
2,110
| – | – | ﹤0.01% | 517 |
|
|
2017
Q3 | $51K | Buy |
2,110
+120
| +6% | +$2.9K | ﹤0.01% | 515 |
|
|
2017
Q2 | $46K | Buy |
1,990
+300
| +18% | +$6.94K | ﹤0.01% | 493 |
|
|
2017
Q1 | $37K | Sell |
1,690
-3,610
| -68% | -$79K | ﹤0.01% | 506 |
|
|
2016
Q4 | $94K | Buy |
5,300
+2,570
| +94% | +$45.6K | 0.01% | 357 |
|
|
2016
Q3 | $47K | Buy |
+2,730
| New | +$47K | ﹤0.01% | 428 |
|