CIA
Concurrent Investment Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.3M | Sell |
138,815
-15,446
| -10% | -$4.26M | 0.74% | 21 |
|
|
2025
Q1 | $25.8M | Buy |
154,261
+9,957
| +7% | +$1.67M | 0.63% | 27 |
|
|
2024
Q4 | $33.5M | Buy |
144,304
+27,944
| +24% | +$6.48M | 0.9% | 17 |
|
|
2024
Q3 | $20.1M | Buy |
116,360
+105,230
| +945% | +$18.2M | 0.59% | 29 |
|
|
2024
Q2 | $17.9M | Buy |
11,130
+4,045
| +57% | +$6.49M | 0.59% | 33 |
|
|
2024
Q1 | $9.39M | Sell |
7,085
-49
| -0.7% | -$64.9K | 0.38% | 59 |
|
|
2023
Q4 | $7.96M | Buy |
+7,134
| New | +$7.96M | 0.38% | 65 |
|