Cassaday & Co Wealth Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.63M | Buy |
5,905
+125
| +2% | +$34.5K | 0.04% | 92 |
|
|
2025
Q1 | $968K | Buy |
5,780
+23
| +0.4% | +$3.85K | 0.03% | 119 |
|
|
2024
Q4 | $1.33M | Buy |
5,757
+137
| +2% | +$31.8K | 0.04% | 92 |
|
|
2024
Q3 | $969K | Buy |
5,620
+2,080
| +59% | +$359K | 0.03% | 117 |
|
|
2024
Q2 | $568K | Buy |
3,540
+740
| +26% | +$119K | 0.02% | 159 |
|
|
2024
Q1 | $371K | Buy |
2,800
+350
| +14% | +$46.4K | 0.01% | 200 |
|
|
2023
Q4 | $273K | Sell |
2,450
-10
| -0.4% | -$1.12K | 0.01% | 218 |
|
|
2023
Q3 | $204K | Buy |
2,460
+40
| +2% | +$3.32K | 0.01% | 245 |
|
|
2023
Q2 | $210K | Buy |
+2,420
| New | +$210K | 0.01% | 242 |
|