Concord Wealth Partners’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.62M | Sell |
31,261
-4,645
| -13% | -$1.28M | 1.26% | 18 |
|
|
2025
Q1 | $6.01M | Sell |
35,906
-10,109
| -22% | -$1.69M | 0.99% | 26 |
|
|
2024
Q4 | $10.7M | Sell |
46,015
-511
| -1% | -$118K | 1.75% | 13 |
|
|
2024
Q3 | $8.03M | Buy |
46,526
+2,676
| +6% | +$462K | 1.34% | 18 |
|
|
2024
Q2 | $7.04M | Buy |
43,850
+3,490
| +9% | +$560K | 1.24% | 20 |
|
|
2024
Q1 | $5.35M | Buy |
40,360
+2,880
| +8% | +$382K | 0.96% | 27 |
|
|
2023
Q4 | $4.18M | Buy |
37,480
+4,350
| +13% | +$486K | 0.84% | 29 |
|
|
2023
Q3 | $2.75M | Buy |
33,130
+1,190
| +4% | +$98.8K | 0.58% | 34 |
|
|
2023
Q2 | $2.77M | Buy |
31,940
+11,920
| +60% | +$1.03M | 0.6% | 34 |
|
|
2023
Q1 | $1.28M | Buy |
20,020
+1,630
| +9% | +$105K | 0.36% | 42 |
|
|
2022
Q4 | $1.03M | Sell |
18,390
-5,070
| -22% | -$283K | 0.31% | 45 |
|
|
2022
Q3 | $1.04M | Sell |
23,460
-130
| -0.6% | -$5.77K | 0.33% | 46 |
|
|
2022
Q2 | $1.15M | Buy |
23,590
+4,480
| +23% | +$218K | 0.31% | 45 |
|
|
2022
Q1 | $1.2M | Buy |
19,110
+1,140
| +6% | +$71.8K | 0.31% | 42 |
|
|
2021
Q4 | $1.2M | Buy |
17,970
+13,380
| +292% | +$891K | 0.29% | 43 |
|
|
2021
Q3 | $223K | Sell |
4,590
-11,340
| -71% | -$551K | 0.09% | 81 |
|
|
2021
Q2 | $760K | Buy |
15,930
+2,210
| +16% | +$105K | 0.22% | 43 |
|
|
2021
Q1 | $636K | Buy |
13,720
+10,540
| +331% | +$489K | 0.21% | 48 |
|
|
2020
Q4 | $139K | Buy |
+3,180
| New | +$139K | 0.11% | 103 |
|