CCG Wealth Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $723K | Buy |
2,622
+120
| +5% | +$33.1K | 0.38% | 40 |
|
|
2025
Q1 | $419K | Buy |
2,502
+306
| +14% | +$51.2K | 0.25% | 49 |
|
|
2024
Q4 | $509K | Sell |
2,196
-162
| -7% | -$37.6K | 0.28% | 41 |
|
|
2024
Q3 | $407K | Sell |
2,358
-142
| -6% | -$24.5K | 0.23% | 49 |
|
|
2024
Q2 | $401K | Buy |
2,500
+400
| +19% | +$64.2K | 0.23% | 48 |
|
|
2024
Q1 | $278K | Buy |
2,100
+250
| +14% | +$33.1K | 0.17% | 55 |
|
|
2023
Q4 | $207K | Sell |
1,850
-600
| -24% | -$67K | 0.14% | 54 |
|
|
2023
Q3 | $203K | Buy |
+2,450
| New | +$203K | 0.13% | 58 |
|
|
2023
Q1 | – | Sell |
-4,540
| Closed | -$254K | – | 69 |
|
|
2022
Q4 | $254K | Sell |
4,540
-260
| -5% | -$14.5K | 0.14% | 79 |
|
|
2022
Q3 | $213K | Buy |
4,800
+130
| +3% | +$5.77K | 0.13% | 86 |
|
|
2022
Q2 | $227K | Sell |
4,670
-20
| -0.4% | -$972 | 0.13% | 90 |
|
|
2022
Q1 | $295K | Sell |
4,690
-110
| -2% | -$6.92K | 0.14% | 86 |
|
|
2021
Q4 | $319K | Sell |
4,800
-50
| -1% | -$3.32K | 0.17% | 56 |
|
|
2021
Q3 | $235K | Buy |
4,850
+140
| +3% | +$6.78K | 0.14% | 86 |
|
|
2021
Q2 | $225K | Buy |
4,710
+140
| +3% | +$6.69K | 0.17% | 68 |
|
|
2021
Q1 | $212K | Hold |
4,570
| – | – | 0.21% | 73 |
|
|
2020
Q4 | $200K | Buy |
+4,570
| New | +$200K | 0.21% | 78 |
|