Core Wealth Advisors’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$746K Buy
2025
Q2
$579K Buy
2025
Q1
$204K Buy
2024
Q2
Sell
2024
Q1
$64.9K Hold
2023
Q4
$54.7K Hold
2023
Q3
$40.7K Hold
2023
Q2
$42.5K Hold
2023
Q1
$31.4K Hold
2022
Q4
$27.4K Buy
2022
Q2
Sell
2022
Q1
$935K Buy
2020
Q1
Sell
2019
Q4
$3K Buy