CWM
Compass Wealth Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.5M | Sell |
110,814
-1,758
| -2% | -$485K | 7.27% | 1 |
|
|
2025
Q1 | $18.8M | Sell |
112,572
-15,560
| -12% | -$2.61M | 4.81% | 2 |
|
|
2024
Q4 | $29.7M | Sell |
128,132
-1,850
| -1% | -$429K | 7.15% | 1 |
|
|
2024
Q3 | $22.4M | Buy |
129,982
+116,056
| +833% | +$20M | 5.28% | 1 |
|
|
2024
Q2 | $22.4M | Sell |
13,926
-232
| -2% | -$372K | 5.52% | 1 |
|
|
2024
Q1 | $18.8M | Sell |
14,158
-1,113
| -7% | -$1.48M | 4.7% | 1 |
|
|
2023
Q4 | $17M | Buy |
15,271
+455
| +3% | +$508K | 4.76% | 1 |
|
|
2023
Q3 | $12.3M | Sell |
14,816
-1,336
| -8% | -$1.11M | 3.86% | 2 |
|
|
2023
Q2 | $14M | Sell |
16,152
-257
| -2% | -$223K | 4.23% | 2 |
|
|
2023
Q1 | $10.5M | Sell |
16,409
-1,318
| -7% | -$846K | 3.35% | 2 |
|
|
2022
Q4 | $9.91M | Buy |
+17,727
| New | +$9.91M | 3.25% | 2 |
|