Congress Wealth Management’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 | $84.3M | Buy |
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|
2025
Q1 | $41.4M | Buy |
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|
2024
Q4 | $29.5M | Buy |
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|
2024
Q3 | $20.9M | Buy |
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|
2024
Q2 | $17.7M | Buy |
|
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|
2024
Q1 | $14.2M | Buy |
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|
2023
Q4 | $11.4M | Buy |
|
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|
2023
Q3 | $7.31M | Sell |
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|
2023
Q2 | $8.01M | Sell |
|
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|
2023
Q1 | $6.41M | Sell |
|
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|
2022
Q4 | $6.01M | Sell |
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|
2022
Q3 | $5.42M | Sell |
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|
2022
Q2 | $7.59M | Sell |
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|
2022
Q1 | $10.7M | Sell |
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|
2021
Q4 | $11.5M | Buy |
|