Confluence Wealth Services’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 | $12.4M | Sell |
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|
2025
Q1 | $8.01M | Buy |
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|
2024
Q4 | $9.89M | Sell |
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|
2024
Q3 | $7.1M | Buy |
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|
2024
Q2 | $6.54M | Buy |
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|
2024
Q1 | $5.05M | Sell |
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|
2023
Q4 | $4.38M | Sell |
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|
2023
Q3 | $3.33M | Buy |
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|
2023
Q2 | $3.22M | Buy |
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|
2023
Q1 | $2.23M | Buy |
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|
2022
Q4 | $1.51M | Sell |
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|
2022
Q3 | $1.31M | Sell |
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|
2022
Q2 | $1.76M | Buy |
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|
2022
Q1 | $1.94M | Buy |
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|
2021
Q4 | $1.77M | Buy |
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