Circle 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 | $5.75M | Buy |
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|
2025
Q2 | $4.34M | Sell |
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|
2025
Q1 | $2.64M | Sell |
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|
2024
Q4 | $4.5M | Buy |
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|
2024
Q3 | $2.56M | Buy |
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|
2024
Q2 | $1.84M | Buy |
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|
2024
Q1 | $724K | Sell |
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|
2023
Q4 | $624K | Sell |
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|
2023
Q3 | $594K | Buy |
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|
2023
Q2 | $330K | Buy |
|
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|
2023
Q1 | $243K | Buy |
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|
2022
Q4 | $211K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $246K | Buy |
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|
2021
Q4 | $253K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $207K | Buy |
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|
2017
Q4 | $205K | Buy |
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