Concentric 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $6.79M | Sell |
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|
2024
Q2 | $6.41M | Buy |
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|
2024
Q1 | $5.28M | Buy |
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|
2023
Q4 | $4.38M | Sell |
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|
2023
Q3 | $3.34M | Sell |
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|
2023
Q2 | $3.5M | Sell |
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|
2023
Q1 | $2.6M | Buy |
|
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|
2022
Q4 | $2.19M | Buy |
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|
2022
Q3 | $1.67M | Buy |
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|
2022
Q2 | $1.76M | Buy |
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|
2022
Q1 | $2.19M | Buy |
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|
2021
Q4 | $2.18M | Buy |
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|
2021
Q3 | $1.02M | Buy |
|