Castle Rock 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.23M | Buy |
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|
2025
Q2 | $5.24M | Sell |
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|
2025
Q1 | $3.95M | Sell |
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|
2024
Q4 | $8.23M | Sell |
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|
2024
Q3 | $7.08M | Buy |
|
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|
2024
Q2 | $5.22M | Buy |
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|
2024
Q1 | $2.84M | Buy |
|
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|
2023
Q4 | $1.9M | Buy |
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|
2023
Q3 | $1.43M | Buy |
|
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|
2023
Q2 | $1.33M | Buy |
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|
2023
Q1 | $650K | Buy |
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|
2022
Q4 | $621K | Buy |
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|
2022
Q3 | $430K | Buy |
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|
2022
Q2 | $495K | Buy |
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|
2022
Q1 | $589K | Sell |
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|
2021
Q4 | $1.38M | Sell |
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|
2021
Q3 | $1.48M | Buy |
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|
2021
Q2 | $1.19M | Buy |
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|
2021
Q1 | $952K | Buy |
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|
2020
Q4 | $903K | Sell |
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|
2020
Q3 | $740K | Buy |
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|
2020
Q2 | $373K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $652K | Buy |
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|
2019
Q3 | $575K | Buy |
|