CCG 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
$1.03M Buy
2025
Q2
$723K Buy
2025
Q1
$419K Buy
2024
Q4
$509K Sell
2024
Q3
$407K Sell
2024
Q2
$401K Buy
2024
Q1
$278K Buy
2023
Q4
$207K Sell
2023
Q3
$203K Buy
2023
Q1
Sell
2022
Q4
$254K Sell
2022
Q3
$213K Buy
2022
Q2
$227K Sell
2022
Q1
$295K Sell
2021
Q4
$319K Sell
2021
Q3
$235K Buy
2021
Q2
$225K Buy
2021
Q1
$212K Hold
2020
Q4
$200K Buy