Concord Wealth Partners’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $10.1M | Sell |
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|
2025
Q2 | $8.62M | Sell |
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|
2025
Q1 | $6.01M | Sell |
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|
2024
Q4 | $10.7M | Sell |
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|
2024
Q3 | $8.03M | Buy |
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|
2024
Q2 | $7.04M | Buy |
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|
2024
Q1 | $5.35M | Buy |
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|
2023
Q4 | $4.18M | Buy |
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|
2023
Q3 | $2.75M | Buy |
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|
2023
Q2 | $2.77M | Buy |
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|
2023
Q1 | $1.28M | Buy |
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|
2022
Q4 | $1.03M | Sell |
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|
2022
Q3 | $1.04M | Sell |
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|
2022
Q2 | $1.15M | Buy |
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|
2022
Q1 | $1.2M | Buy |
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|
2021
Q4 | $1.2M | Buy |
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|
2021
Q3 | $223K | Sell |
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|
2021
Q2 | $760K | Buy |
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|
2021
Q1 | $636K | Buy |
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|
2020
Q4 | $139K | Buy |
|