Cornerstone Wealth Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.37M | Buy |
15,855
+1,598
| +11% | +$440K | 0.27% | 90 |
|
|
2025
Q1 | $2.39M | Buy |
14,257
+4,179
| +41% | +$700K | 0.16% | 130 |
|
|
2024
Q4 | $2.34M | Buy |
10,078
+327
| +3% | +$75.8K | 0.16% | 128 |
|
|
2024
Q3 | $1.68M | Buy |
9,751
+2,831
| +41% | +$488K | 0.12% | 157 |
|
|
2024
Q2 | $1.11M | Buy |
6,920
+1,180
| +21% | +$189K | 0.09% | 187 |
|
|
2024
Q1 | $761K | Buy |
5,740
+200
| +4% | +$26.5K | 0.06% | 247 |
|
|
2023
Q4 | $618K | Sell |
5,540
-810
| -13% | -$90.4K | 0.05% | 276 |
|
|
2023
Q3 | $528K | Buy |
6,350
+870
| +16% | +$72.3K | 0.05% | 293 |
|
|
2023
Q2 | $475K | Sell |
5,480
-900
| -14% | -$78K | 0.04% | 317 |
|
|
2023
Q1 | $409K | Buy |
+6,380
| New | +$409K | 0.04% | 317 |
|
|
2022
Q3 | $292K | Sell |
6,570
-2,110
| -24% | -$93.8K | 0.03% | 353 |
|
|
2022
Q2 | $422K | Buy |
8,680
+3,330
| +62% | +$162K | 0.05% | 294 |
|
|
2022
Q1 | $337K | Sell |
5,350
-180
| -3% | -$11.3K | 0.03% | 346 |
|
|
2021
Q4 | $371K | Buy |
5,530
+400
| +8% | +$26.8K | 0.04% | 342 |
|
|
2021
Q3 | $249K | Buy |
5,130
+230
| +5% | +$11.2K | 0.03% | 395 |
|
|
2021
Q2 | $234K | Sell |
4,900
-340
| -6% | -$16.2K | 0.02% | 418 |
|
|
2021
Q1 | $243K | Buy |
5,240
+640
| +14% | +$29.7K | 0.03% | 390 |
|
|
2020
Q4 | $201K | Buy |
+4,600
| New | +$201K | 0.03% | 397 |
|
|
2019
Q2 | – | Sell |
-2,910
| Closed | -$319K | – | 366 |
|
|
2019
Q1 | $319K | Buy |
+2,910
| New | +$319K | 0.04% | 371 |
|
|
2018
Q3 | – | Sell |
-1,255,480
| Closed | -$518K | – | 1297 |
|
|
2018
Q2 | $518K | Buy |
+1,255,480
| New | +$518K | 0.01% | 1001 |
|
|
2018
Q1 | – | Sell |
-7,720
| Closed | -$210K | – | 382 |
|
|
2017
Q4 | $210K | Buy |
+7,720
| New | +$210K | 0.04% | 379 |
|
|
2017
Q3 | – | Sell |
-12,740
| Closed | -$309K | – | 389 |
|
|
2017
Q2 | $309K | Buy |
12,740
+1,350
| +12% | +$32.7K | 0.07% | 277 |
|
|
2017
Q1 | $246K | Buy |
+11,390
| New | +$246K | 0.06% | 285 |
|