CWM
Congress Wealth Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $84.3M | Buy |
305,952
+59,778
| +24% | +$16.5M | 0.82% | 14 |
|
|
2025
Q1 | $41.4M | Buy |
246,174
+118,760
| +93% | +$19.9M | 0.5% | 44 |
|
|
2024
Q4 | $29.5M | Buy |
127,414
+6,305
| +5% | +$1.46M | 0.41% | 58 |
|
|
2024
Q3 | $20.9M | Buy |
121,109
+110,099
| +1,000% | +$19M | 0.28% | 92 |
|
|
2024
Q2 | $17.7M | Buy |
11,010
+301
| +3% | +$483K | 0.28% | 93 |
|
|
2024
Q1 | $14.2M | Buy |
10,709
+462
| +5% | +$612K | 0.25% | 119 |
|
|
2023
Q4 | $11.4M | Buy |
10,247
+1,444
| +16% | +$1.61M | 0.21% | 138 |
|
|
2023
Q3 | $7.31M | Sell |
8,803
-429
| -5% | -$356K | 0.15% | 179 |
|
|
2023
Q2 | $8.01M | Sell |
9,232
-753
| -8% | -$653K | 0.19% | 149 |
|
|
2023
Q1 | $6.41M | Sell |
9,985
-763
| -7% | -$490K | 0.15% | 163 |
|
|
2022
Q4 | $6.01M | Sell |
10,748
-1,471
| -12% | -$823K | 0.15% | 170 |
|
|
2022
Q3 | $5.43M | Sell |
12,219
-3,410
| -22% | -$1.51M | 0.15% | 175 |
|
|
2022
Q2 | $7.59M | Sell |
15,629
-1,393
| -8% | -$677K | 0.19% | 153 |
|
|
2022
Q1 | $10.7M | Sell |
17,022
-296
| -2% | -$186K | 0.23% | 118 |
|
|
2021
Q4 | $11.5M | Buy |
+17,318
| New | +$11.5M | 0.23% | 123 |
|