CWM
Connecticut Wealth Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.12M | Sell |
25,842
-218
| -0.8% | -$60.1K | 0.34% | 42 |
|
|
2025
Q1 | $4.36M | Sell |
26,060
-337
| -1% | -$56.4K | 0.23% | 61 |
|
|
2024
Q4 | $6.12M | Buy |
26,397
+19
| +0.1% | +$4.41K | 0.3% | 42 |
|
|
2024
Q3 | $4.55M | Buy |
26,378
+23,712
| +889% | +$4.09M | 0.22% | 64 |
|
|
2024
Q2 | $4.28M | Sell |
2,666
-3
| -0.1% | -$4.82K | 0.22% | 66 |
|
|
2024
Q1 | $3.54M | Sell |
2,669
-49
| -2% | -$65K | 0.19% | 66 |
|
|
2023
Q4 | $3.03M | Buy |
2,718
+1,489
| +121% | +$1.66M | 0.17% | 70 |
|
|
2023
Q3 | $1.02M | Buy |
1,229
+478
| +64% | +$397K | 0.07% | 111 |
|
|
2023
Q2 | $651K | Buy |
+751
| New | +$651K | 0.05% | 128 |
|