Commonwealth Financial Services’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.24M | Buy |
8,112
+75
| +0.9% | +$20.7K | 0.43% | 48 |
|
2025
Q1 | $1.35M | Buy |
8,037
+305
| +4% | +$51.1K | 0.28% | 60 |
|
2024
Q4 | $1.79M | Buy |
7,732
+997
| +15% | +$231K | 0.35% | 52 |
|
2024
Q3 | $1.13M | Buy |
6,735
+315
| +5% | +$52.8K | 0.22% | 64 |
|
2024
Q2 | $1.12M | Sell |
6,420
-690
| -10% | -$121K | 0.23% | 58 |
|
2024
Q1 | $794K | Hold |
7,110
| – | – | 0.19% | 74 |
|
2023
Q4 | $794K | Sell |
7,110
-2,580
| -27% | -$288K | 0.19% | 74 |
|
2023
Q3 | $805K | Buy |
+9,690
| New | +$805K | 0.24% | 72 |
|