CWM
AVGO icon

Congress Wealth Management’s Broadcom AVGO Stock Holding History

Congress Wealth Management’s Portfolio AVGO Stock Details AVGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$84.3M Buy
305,952
+59,778
+24% +$13M 0.82% 14
2025
Q1 		$41.4M Buy
246,174
+118,760
+93% +$25.1M 0.5% 44
2024
Q4 		$29.5M Buy
127,414
+6,305
+5% +$1.17M 0.41% 58
2024
Q3 		$20.9M Buy
121,109
+11,009
+10% +$1.76M 0.28% 92
2024
Q2 		$17.7M Buy
110,100
+3,010
+3% +$422K 0.28% 93
2024
Q1 		$14.2M Buy
107,090
+4,620
+5% +$572K 0.25% 119
2023
Q4 		$11.4M Buy
102,470
+14,440
+16% +$1.37M 0.21% 138
2023
Q3 		$7.31M Sell
88,030
-4,290
-5% -$372K 0.15% 179
2023
Q2 		$8.01M Sell
92,320
-7,530
-8% -$537K 0.19% 149
2023
Q1 		$6.41M Sell
99,850
-7,630
-7% -$459K 0.15% 163
2022
Q4 		$6.01M Sell
107,480
-14,710
-12% -$738K 0.15% 170
2022
Q3 		$5.42M Sell
122,190
-34,100
-22% -$1.74M 0.15% 175
2022
Q2 		$7.59M Sell
156,290
-13,930
-8% -$782K 0.19% 153
2022
Q1 		$10.7M Sell
170,220
-2,960
-2% -$176K 0.23% 118
2021
Q4 		$11.5M Buy
+173,180
New +$9.73M 0.23% 124

Other funds holding AVGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return