CWP
Core Wealth Partners’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.9M | Buy |
10,515
+1,288
| +14% | +$355K | 1.47% | 14 |
|
|
2025
Q1 | $1.54M | Buy |
9,227
+484
| +6% | +$81K | 0.9% | 30 |
|
|
2024
Q4 | $2.03M | Buy |
8,743
+573
| +7% | +$133K | 1.16% | 19 |
|
|
2024
Q3 | $1.41M | Buy |
8,170
+7,502
| +1,123% | +$1.29M | 0.85% | 27 |
|
|
2024
Q2 | $1.07M | Buy |
668
+41
| +7% | +$65.8K | 0.73% | 34 |
|
|
2024
Q1 | $831K | Buy |
627
+49
| +8% | +$64.9K | 0.63% | 37 |
|
|
2023
Q4 | $645K | Buy |
578
+74
| +15% | +$82.6K | 0.53% | 44 |
|
|
2023
Q3 | $419K | Sell |
504
-20
| -4% | -$16.6K | 0.38% | 57 |
|
|
2023
Q2 | $455K | Hold |
524
| – | – | 0.42% | 58 |
|
|
2023
Q1 | $336K | Sell |
524
-2,280
| -81% | -$1.46M | 0.34% | 67 |
|
|
2022
Q4 | $368K | Buy |
+2,804
| New | +$368K | 0.41% | 58 |
|