Concurrent Investment Advisors’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$38.3M Sell
2025
Q1
$25.8M Buy
2024
Q4
$33.5M Buy
2024
Q3
$20.1M Buy
2024
Q2
$17.9M Buy
2024
Q1
$9.39M Sell
2023
Q4
$7.96M Buy