CWA
Consilio Wealth Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Buy |
5,216
+232
| +5% | +$62.5K | 0.5% | 24 |
|
|
2025
Q1 | $834K | Buy |
4,984
+137
| +3% | +$22.9K | 0.35% | 30 |
|
|
2024
Q4 | $1.12M | Buy |
4,847
+152
| +3% | +$35.2K | 0.46% | 26 |
|
|
2024
Q3 | $810K | Buy |
4,695
+4,289
| +1,056% | +$740K | 0.33% | 31 |
|
|
2024
Q2 | $652K | Buy |
406
+7
| +2% | +$11.2K | 0.29% | 36 |
|
|
2024
Q1 | $529K | Buy |
399
+33
| +9% | +$43.8K | 0.25% | 36 |
|
|
2023
Q4 | $409K | Buy |
366
+93
| +34% | +$104K | 0.21% | 36 |
|
|
2023
Q3 | $223K | Buy |
273
+20
| +8% | +$16.3K | 0.13% | 46 |
|
|
2023
Q2 | $220K | Buy |
+253
| New | +$220K | 0.12% | 47 |
|