CWM
Cedar Wealth Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $777K | Hold |
2,820
| – | – | 0.26% | 36 |
|
|
2025
Q1 | $472K | Buy |
2,820
+2,640
| +1,467% | +$442K | 0.17% | 50 |
|
|
2024
Q4 | $41.7K | Sell |
180
-60
| -25% | -$13.9K | 0.02% | 110 |
|
|
2024
Q3 | $41.4K | Buy |
240
+216
| +900% | +$37.3K | 0.01% | 161 |
|
|
2024
Q2 | $38.5K | Sell |
24
-31
| -56% | -$49.8K | 0.01% | 171 |
|
|
2024
Q1 | $72.9K | Buy |
55
+6
| +12% | +$7.95K | 0.02% | 146 |
|
|
2023
Q4 | $54.7K | Buy |
+49
| New | +$54.7K | 0.02% | 153 |
|
|
2022
Q2 | – | Sell |
-25
| Closed | -$16K | – | 344 |
|
|
2022
Q1 | $16K | Buy |
+25
| New | +$16K | 0.01% | 266 |
|
|
2018
Q3 | – | Sell |
-39
| Closed | -$9K | – | 178 |
|
|
2018
Q2 | $9K | Buy |
+39
| New | +$9K | 0.01% | 126 |
|