CBIZ Investment Advisory Services’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $576K | Sell |
2,088
-248
| -11% | -$68.4K | 0.03% | 29 |
|
|
2025
Q1 | $391K | Buy |
2,336
+477
| +26% | +$79.9K | 0.02% | 36 |
|
|
2024
Q4 | $431K | Sell |
1,859
-376
| -17% | -$87.2K | 0.02% | 34 |
|
|
2024
Q3 | $386K | Sell |
2,235
-5
| -0.2% | -$863 | 0.02% | 36 |
|
|
2024
Q2 | $359K | Buy |
2,240
+10
| +0.4% | +$1.6K | 0.02% | 37 |
|
|
2024
Q1 | $296K | Buy |
+2,230
| New | +$296K | 0.02% | 40 |
|
|
2020
Q2 | – | Hold |
0
| – | -$20K | – | 124 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 102 |
|