Core Wealth Partners’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.9M | Buy |
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|
2025
Q1 | $1.54M | Buy |
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|
2024
Q4 | $2.03M | Buy |
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|
2024
Q3 | $1.41M | Buy |
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|
2024
Q2 | $1.07M | Buy |
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|
2024
Q1 | $831K | Buy |
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|
2023
Q4 | $645K | Buy |
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|
2023
Q3 | $419K | Sell |
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|
2023
Q2 | $455K | Hold |
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|
2023
Q1 | $336K | Sell |
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|
2022
Q4 | $368K | Buy |
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