Concorde Asset Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $405K | Buy |
2,187
+7
| +0.3% | +$1.3K | 0.22% | 79 |
|
|
2024
Q4 | $505K | Sell |
2,180
-168
| -7% | -$38.9K | 0.26% | 65 |
|
|
2024
Q3 | $405K | Buy |
2,348
+138
| +6% | +$23.8K | 0.23% | 79 |
|
|
2024
Q2 | $355K | Sell |
2,210
-560
| -20% | -$90.1K | 0.22% | 85 |
|
|
2024
Q1 | $368K | Sell |
2,770
-150
| -5% | -$19.9K | 0.25% | 72 |
|
|
2023
Q4 | $325K | Sell |
2,920
-200
| -6% | -$22.3K | 0.22% | 93 |
|
|
2023
Q3 | $259K | Buy |
+3,120
| New | +$259K | 0.23% | 106 |
|