Commonwealth Retirement Investments’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18M | Sell |
65,412
-19,994
| -23% | -$5.51M | 6.86% | 1 |
|
|
2025
Q1 | $14.3M | Sell |
85,406
-2,950
| -3% | -$494K | 5.81% | 1 |
|
|
2024
Q4 | $20.5M | Sell |
88,356
-5,689
| -6% | -$1.32M | 8.44% | 1 |
|
|
2024
Q3 | $16.2M | Sell |
94,045
-1,205
| -1% | -$208K | 6.8% | 1 |
|
|
2024
Q2 | $15.3M | Sell |
95,250
-15,130
| -14% | -$2.43M | 7% | 1 |
|
|
2024
Q1 | $14.6M | Sell |
110,380
-19,740
| -15% | -$2.62M | 6.99% | 1 |
|
|
2023
Q4 | $14.5M | Sell |
130,120
-10,350
| -7% | -$1.16M | 7.69% | 1 |
|
|
2023
Q3 | $11.7M | Sell |
140,470
-4,440
| -3% | -$369K | 6.73% | 1 |
|
|
2023
Q2 | $12.6M | Buy |
144,910
+410
| +0.3% | +$35.6K | 7.01% | 1 |
|
|
2023
Q1 | $9.27M | Buy |
144,500
+120
| +0.1% | +$7.7K | 5.5% | 1 |
|
|
2022
Q4 | $8.07M | Buy |
+144,380
| New | +$8.07M | 4.89% | 1 |
|