CPWA
Cerro Pacific Wealth Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.42M | Buy |
19,678
+540
| +3% | +$149K | 1.51% | 19 |
|
|
2025
Q1 | $4.44M | Buy |
19,138
+601
| +3% | +$139K | 1.44% | 16 |
|
|
2024
Q4 | $3.2M | Buy |
18,537
+16,770
| +949% | +$2.89M | 1.06% | 27 |
|
|
2024
Q3 | $2.84M | Hold |
1,767
| – | – | 1.07% | 25 |
|
|
2024
Q2 | $2.84M | Buy |
+1,767
| New | +$2.84M | 1.08% | 25 |
|
|
2023
Q1 | $1.02M | Buy |
1,595
+654
| +70% | +$420K | 0.57% | 46 |
|
|
2022
Q4 | $526K | Buy |
941
+294
| +45% | +$164K | 0.28% | 88 |
|
|
2022
Q3 | $287K | Buy |
647
+114
| +21% | +$50.6K | 0.17% | 122 |
|
|
2022
Q2 | $259K | Buy |
+533
| New | +$259K | 0.16% | 128 |
|