CWG
Cornerstone Wealth Group’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.5M | Buy |
92,494
+5,932
| +7% | +$1.64M | 1.91% | 8 |
|
|
2025
Q1 | $14.5M | Sell |
86,562
-6,780
| -7% | -$1.14M | 1.2% | 16 |
|
|
2024
Q4 | $21.6M | Sell |
93,342
-424
| -0.5% | -$98.3K | 1.77% | 8 |
|
|
2024
Q3 | $16.2M | Buy |
93,766
+84,361
| +897% | +$14.6M | 1.34% | 13 |
|
|
2024
Q2 | $15.1M | Buy |
9,405
+81
| +0.9% | +$130K | 1.34% | 13 |
|
|
2024
Q1 | $12.4M | Buy |
9,324
+1,172
| +14% | +$1.55M | 1.14% | 19 |
|
|
2023
Q4 | $9.1M | Sell |
8,152
-918
| -10% | -$1.02M | 1.3% | 17 |
|
|
2023
Q3 | $7.53M | Sell |
9,070
-5,098
| -36% | -$4.23M | 1.34% | 15 |
|
|
2023
Q2 | $12.3M | Sell |
14,168
-258
| -2% | -$224K | 2.23% | 9 |
|
|
2023
Q1 | $9.26M | Buy |
14,426
+3,057
| +27% | +$1.96M | 1.65% | 10 |
|
|
2022
Q4 | $6.36M | Buy |
11,369
+180
| +2% | +$101K | 1.2% | 22 |
|
|
2022
Q3 | $4.97M | Buy |
11,189
+382
| +4% | +$170K | 1.1% | 29 |
|
|
2022
Q2 | $5.25M | Sell |
10,807
-2,309
| -18% | -$1.12M | 1.1% | 28 |
|
|
2022
Q1 | $8.26M | Buy |
13,116
+3,754
| +40% | +$2.36M | 1.52% | 13 |
|
|
2021
Q4 | $6.23M | Buy |
9,362
+106
| +1% | +$70.5K | 1.07% | 26 |
|
|
2021
Q3 | $4.49M | Buy |
9,256
+2,272
| +33% | +$1.1M | 0.79% | 32 |
|
|
2021
Q2 | $3.25M | Buy |
6,984
+280
| +4% | +$130K | 0.66% | 54 |
|
|
2021
Q1 | $3.08M | Sell |
6,704
-11
| -0.2% | -$5.06K | 0.63% | 61 |
|
|
2020
Q4 | $2.94M | Sell |
6,715
-3,023
| -31% | -$1.32M | 0.72% | 39 |
|
|
2020
Q3 | $3.55M | Sell |
9,738
-308
| -3% | -$112K | 0.97% | 28 |
|
|
2020
Q2 | $3.17M | Buy |
10,046
+211
| +2% | +$66.6K | 0.8% | 31 |
|
|
2020
Q1 | $2.33M | Buy |
+9,835
| New | +$2.33M | 0.82% | 37 |
|