Carson Wealth (CWM LLC)
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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