Cassady Schiller Wealth Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $270K | Buy |
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|
2024
Q3 | $160K | Hold |
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|
2024
Q2 | $149K | Hold |
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|
2024
Q1 | $123K | Buy |
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|
2023
Q4 | $80.4K | Hold |
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|
2023
Q3 | $59.8K | Buy |
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|
2023
Q2 | $34.7K | Buy |
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|
2023
Q1 | $11.5K | Hold |
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|
2022
Q4 | $10.1K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $17K | Buy |
|