CIA
Compass Ion Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $778K | Sell |
2,821
-17
| -0.6% | -$4.69K | 0.08% | 129 |
|
|
2025
Q1 | $475K | Sell |
2,838
-8
| -0.3% | -$1.34K | 0.06% | 169 |
|
|
2024
Q4 | $660K | Sell |
2,846
-69
| -2% | -$16K | 0.08% | 143 |
|
|
2024
Q3 | $503K | Buy |
2,915
+2,650
| +1,000% | +$457K | 0.06% | 165 |
|
|
2024
Q2 | $351K | Hold |
265
| – | – | 0.05% | 174 |
|
|
2024
Q1 | $351K | Sell |
265
-1
| -0.4% | -$1.32K | 0.05% | 174 |
|
|
2023
Q4 | $297K | Buy |
+266
| New | +$297K | 0.05% | 189 |
|