Cascade Financial Partners’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Buy |
4,785
+170
| +4% | +$46.9K | 0.16% | 94 |
|
|
2025
Q1 | $773K | Buy |
4,615
+1,733
| +60% | +$290K | 0.1% | 123 |
|
|
2024
Q4 | $668K | Buy |
2,882
+50
| +2% | +$11.6K | 0.09% | 125 |
|
|
2024
Q3 | $508K | Buy |
2,832
+152
| +6% | +$27.3K | 0.06% | 141 |
|
|
2024
Q2 | $430K | Buy |
2,680
+20
| +0.8% | +$3.21K | 0.06% | 149 |
|
|
2024
Q1 | $358K | Buy |
+2,660
| New | +$358K | 0.05% | 162 |
|