CPIA
Cornell Pochily Investment Advisors’s Broadcom AVGO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $760K | Buy |
2,758
+751
| +37% | +$207K | 0.25% | 89 |
|
2025
Q1 | $336K | Sell |
2,007
-247
| -11% | -$41.4K | 0.12% | 135 |
|
2024
Q4 | $523K | Sell |
2,254
-339
| -13% | -$78.6K | 0.18% | 113 |
|
2024
Q3 | $447K | Buy |
+2,593
| New | +$447K | 0.16% | 123 |
|
2024
Q2 | – | Sell |
-228
| Closed | -$302K | – | 168 |
|
2024
Q1 | $302K | Buy |
228
+1
| +0.4% | +$1.32K | 0.12% | 138 |
|
2023
Q4 | $254K | Buy |
+227
| New | +$254K | 0.11% | 154 |
|