Cassady Schiller Wealth Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $270K | Buy |
1,165
+235
| +25% | +$54.5K | 0.1% | 99 |
|
|
2024
Q3 | $160K | Hold |
930
| – | – | 0.06% | 132 |
|
|
2024
Q2 | $149K | Hold |
930
| – | – | 0.06% | 131 |
|
|
2024
Q1 | $123K | Buy |
930
+210
| +29% | +$27.8K | 0.06% | 141 |
|
|
2023
Q4 | $80.4K | Hold |
720
| – | – | 0.04% | 164 |
|
|
2023
Q3 | $59.8K | Buy |
720
+320
| +80% | +$26.6K | 0.03% | 179 |
|
|
2023
Q2 | $34.7K | Buy |
400
+220
| +122% | +$19.1K | 0.02% | 227 |
|
|
2023
Q1 | $11.5K | Hold |
180
| – | – | 0.01% | 312 |
|
|
2022
Q4 | $10.1K | Buy |
+180
| New | +$10.1K | 0.01% | 317 |
|
|
2022
Q1 | – | Sell |
-260
| Closed | -$17K | – | 150 |
|
|
2021
Q4 | $17K | Buy |
+260
| New | +$17K | 0.01% | 279 |
|