CFG
Cooper Financial Group’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.5M | Sell |
56,371
-2,872
| -5% | -$792K | 1.83% | 12 |
|
|
2025
Q1 | $9.92M | Buy |
59,243
+768
| +1% | +$129K | 1.31% | 14 |
|
|
2024
Q4 | $13.6M | Buy |
58,475
+3,861
| +7% | +$895K | 1.63% | 14 |
|
|
2024
Q3 | $9.42M | Buy |
54,614
+50,175
| +1,130% | +$8.66M | 1.22% | 16 |
|
|
2024
Q2 | $7.13M | Sell |
4,439
-440
| -9% | -$706K | 1.05% | 20 |
|
|
2024
Q1 | $6.47M | Buy |
4,879
+404
| +9% | +$535K | 1.06% | 20 |
|
|
2023
Q4 | $4.99M | Sell |
4,475
-69
| -2% | -$77K | 0.91% | 24 |
|
|
2023
Q3 | $3.77M | Buy |
4,544
+358
| +9% | +$297K | 0.91% | 22 |
|
|
2023
Q2 | $3.63M | Sell |
4,186
-281
| -6% | -$244K | 0.9% | 20 |
|
|
2023
Q1 | $2.87M | Buy |
4,467
+258
| +6% | +$166K | 0.77% | 22 |
|
|
2022
Q4 | $2.35M | Buy |
4,209
+112
| +3% | +$62.6K | 0.72% | 28 |
|
|
2022
Q3 | $1.82M | Buy |
4,097
+3,050
| +291% | +$1.35M | 0.65% | 34 |
|
|
2022
Q2 | $509K | Buy |
1,047
+43
| +4% | +$20.9K | 0.18% | 125 |
|
|
2022
Q1 | $632K | Buy |
1,004
+18
| +2% | +$11.3K | 0.24% | 99 |
|
|
2021
Q4 | $656K | Sell |
986
-322
| -25% | -$214K | 0.25% | 95 |
|
|
2021
Q3 | $634K | Buy |
1,308
+59
| +5% | +$28.6K | 0.13% | 108 |
|
|
2021
Q2 | $595K | Buy |
1,249
+44
| +4% | +$21K | 0.12% | 107 |
|
|
2021
Q1 | $559K | Sell |
1,205
-630
| -34% | -$292K | 0.13% | 114 |
|
|
2020
Q4 | $803K | Buy |
1,835
+612
| +50% | +$268K | 0.16% | 108 |
|
|
2020
Q3 | $446K | Buy |
+1,223
| New | +$446K | 0.13% | 114 |
|