CFGS
Concourse Financial Group Securities’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-22,342
| Closed | -$5.38M | – | 606 |
|
|
2024
Q4 | $5.38M | Sell |
22,342
-2,239
| -9% | -$539K | 0.3% | 77 |
|
|
2024
Q3 | $4.24M | Buy |
24,581
+22,160
| +915% | +$3.82M | 0.25% | 95 |
|
|
2024
Q2 | $3.89M | Buy |
2,421
+316
| +15% | +$507K | 0.24% | 97 |
|
|
2024
Q1 | $2.8M | Buy |
2,105
+399
| +23% | +$531K | 0.18% | 124 |
|
|
2023
Q4 | $1.9M | Buy |
1,706
+198
| +13% | +$221K | 0.14% | 161 |
|
|
2023
Q3 | $1.25M | Buy |
1,508
+125
| +9% | +$104K | 0.1% | 206 |
|
|
2023
Q2 | $1.2M | Buy |
1,383
+43
| +3% | +$37.3K | 0.09% | 222 |
|
|
2023
Q1 | $860K | Buy |
1,340
+124
| +10% | +$79.6K | 0.07% | 295 |
|
|
2022
Q4 | $680K | Buy |
1,216
+203
| +20% | +$114K | 0.06% | 343 |
|
|
2022
Q3 | $450K | Hold |
1,013
| – | – | 0.04% | 374 |
|
|
2022
Q2 | $492K | Buy |
1,013
+150
| +17% | +$72.9K | 0.04% | 396 |
|
|
2022
Q1 | $543K | Sell |
863
-96
| -10% | -$60.4K | 0.04% | 404 |
|
|
2021
Q4 | $638K | Sell |
959
-17
| -2% | -$11.3K | 0.04% | 432 |
|
|
2021
Q3 | $473K | Buy |
976
+49
| +5% | +$23.7K | 0.03% | 479 |
|
|
2021
Q2 | $442K | Buy |
927
+260
| +39% | +$124K | 0.03% | 480 |
|
|
2021
Q1 | $309K | Sell |
667
-169
| -20% | -$78.3K | 0.02% | 540 |
|
|
2020
Q4 | $366K | Buy |
836
+38
| +5% | +$16.6K | 0.03% | 440 |
|
|
2020
Q3 | $291K | Hold |
798
| – | – | 0.03% | 449 |
|
|
2020
Q2 | $252K | Buy |
798
+40
| +5% | +$12.6K | 0.02% | 447 |
|
|
2020
Q1 | $180K | Buy |
758
+309
| +69% | +$73.4K | 0.02% | 488 |
|
|
2019
Q4 | $142K | Buy |
449
+230
| +105% | +$72.7K | 0.01% | 598 |
|
|
2019
Q3 | $61K | Sell |
219
-73
| -25% | -$20.3K | 0.02% | 558 |
|
|
2019
Q2 | $85K | Buy |
292
+57
| +24% | +$16.6K | 0.01% | 697 |
|
|
2019
Q1 | $70K | Buy |
235
+35
| +18% | +$10.4K | 0.01% | 763 |
|
|
2018
Q4 | $50K | Buy |
200
+167
| +506% | +$41.8K | 0.01% | 812 |
|
|
2018
Q3 | $8K | Buy |
+33
| New | +$8K | ﹤0.01% | 1194 |
|