Compass 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
Q2 | $30.5M | Sell |
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|
2025
Q1 | $18.8M | Sell |
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|
2024
Q4 | $29.7M | Sell |
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|
2024
Q3 | $22.4M | Sell |
|
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|
2024
Q2 | $22.4M | Sell |
|
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|
2024
Q1 | $18.8M | Sell |
|
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|
2023
Q4 | $17M | Buy |
|
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|
2023
Q3 | $12.3M | Sell |
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|
2023
Q2 | $14M | Sell |
|
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|
2023
Q1 | $10.5M | Sell |
|
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|
2022
Q4 | $9.91M | Buy |
|