CFP
Catalyst Financial Partners’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.5M | Buy |
23,594
+624
| +3% | +$172K | 0.71% | 17 |
|
|
2025
Q1 | $3.85M | Buy |
22,970
+1,677
| +8% | +$281K | 0.71% | 25 |
|
|
2024
Q4 | $4.94M | Buy |
21,293
+1,157
| +6% | +$268K | 0.93% | 18 |
|
|
2024
Q3 | $3.47M | Buy |
20,136
+18,206
| +943% | +$3.14M | 0.68% | 24 |
|
|
2024
Q2 | $3.1M | Buy |
1,930
+110
| +6% | +$177K | 0.68% | 26 |
|
|
2024
Q1 | $2.33M | Buy |
1,820
+147
| +9% | +$189K | 0.6% | 26 |
|
|
2023
Q4 | $1.87M | Buy |
1,673
+93
| +6% | +$104K | 0.53% | 31 |
|
|
2023
Q3 | $1.31M | Buy |
1,580
+162
| +11% | +$135K | 0.42% | 36 |
|
|
2023
Q2 | $1.23M | Buy |
1,418
+139
| +11% | +$121K | 0.44% | 33 |
|
|
2023
Q1 | $821K | Buy |
1,279
+186
| +17% | +$119K | 0.35% | 44 |
|
|
2022
Q4 | $611K | Buy |
+1,093
| New | +$611K | 0.31% | 52 |
|