Cascade Financial Partners’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
$1.11M Sell
2025
Q2
$1.32M Buy
2025
Q1
$773K Buy
2024
Q4
$668K Buy
2024
Q3
$508K Buy
2024
Q2
$430K Buy
2024
Q1
$358K Buy