Concorde Asset 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
Q3
$956K Buy
2025
Q1
$405K Buy
2024
Q4
$505K Sell
2024
Q3
$405K Buy
2024
Q2
$355K Sell
2024
Q1
$368K Sell
2023
Q4
$325K Sell
2023
Q3
$259K Buy