CWS
Confluence Wealth Services’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.4M | Sell |
45,164
-105
| -0.2% | -$28.9K | 0.68% | 24 |
|
|
2025
Q1 | $8.01M | Buy |
45,269
+4,119
| +10% | +$729K | 0.5% | 30 |
|
|
2024
Q4 | $9.89M | Sell |
41,150
-13
| -0% | -$3.12K | 0.64% | 23 |
|
|
2024
Q3 | $7.1M | Buy |
41,163
+37,091
| +911% | +$6.4M | 0.52% | 26 |
|
|
2024
Q2 | $6.54M | Buy |
4,072
+263
| +7% | +$422K | 0.52% | 26 |
|
|
2024
Q1 | $5.05M | Sell |
3,809
-113
| -3% | -$150K | 0.45% | 35 |
|
|
2023
Q4 | $4.38M | Sell |
3,922
-87
| -2% | -$97.1K | 0.48% | 30 |
|
|
2023
Q3 | $3.33M | Buy |
4,009
+300
| +8% | +$249K | 0.66% | 32 |
|
|
2023
Q2 | $3.22M | Buy |
3,709
+232
| +7% | +$201K | 0.68% | 30 |
|
|
2023
Q1 | $2.23M | Buy |
3,477
+784
| +29% | +$503K | 0.52% | 38 |
|
|
2022
Q4 | $1.51M | Sell |
2,693
-267
| -9% | -$149K | 0.39% | 57 |
|
|
2022
Q3 | $1.31M | Sell |
2,960
-273
| -8% | -$121K | 0.56% | 47 |
|
|
2022
Q2 | $1.76M | Buy |
3,233
+146
| +5% | +$79.6K | 0.77% | 32 |
|
|
2022
Q1 | $1.94M | Buy |
3,087
+427
| +16% | +$269K | 0.7% | 30 |
|
|
2021
Q4 | $1.77M | Buy |
+2,660
| New | +$1.77M | 0.57% | 38 |
|