CW
CreativeOne Wealth’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32M | Buy |
116,204
+5,664
| +5% | +$1.56M | 0.84% | 23 |
|
|
2025
Q1 | $18.5M | Buy |
110,540
+4,260
| +4% | +$713K | 0.55% | 37 |
|
|
2024
Q4 | $24.6M | Sell |
106,280
-2,065
| -2% | -$479K | 0.76% | 27 |
|
|
2024
Q3 | $18.7M | Buy |
108,345
+95,896
| +770% | +$16.5M | 0.64% | 31 |
|
|
2024
Q2 | $20M | Buy |
12,449
+5,952
| +92% | +$9.56M | 1.01% | 19 |
|
|
2024
Q1 | $8.61M | Buy |
6,497
+2,788
| +75% | +$3.7M | 0.34% | 59 |
|
|
2023
Q4 | $4.14M | Buy |
3,709
+106
| +3% | +$118K | 0.27% | 82 |
|
|
2023
Q3 | $2.99M | Sell |
3,603
-2,600
| -42% | -$2.16M | 0.22% | 96 |
|
|
2023
Q2 | $5.38M | Sell |
6,203
-1,972
| -24% | -$1.71M | 0.25% | 73 |
|
|
2023
Q1 | $5.24M | Sell |
8,175
-184
| -2% | -$118K | 0.26% | 77 |
|
|
2022
Q4 | $4.67M | Buy |
8,359
+357
| +4% | +$200K | 0.26% | 82 |
|
|
2022
Q3 | $3.55M | Buy |
8,002
+1,099
| +16% | +$488K | 0.21% | 88 |
|
|
2022
Q2 | $3.35M | Buy |
6,903
+1,412
| +26% | +$686K | 0.18% | 91 |
|
|
2022
Q1 | $3.46M | Buy |
5,491
+881
| +19% | +$555K | 0.18% | 95 |
|
|
2021
Q4 | $3.07M | Buy |
4,610
+410
| +10% | +$273K | 0.15% | 106 |
|
|
2021
Q3 | $2.04M | Buy |
4,200
+305
| +8% | +$148K | 0.12% | 144 |
|
|
2021
Q2 | $1.86M | Buy |
3,895
+872
| +29% | +$416K | 0.11% | 159 |
|
|
2021
Q1 | $1.4M | Buy |
3,023
+245
| +9% | +$114K | 0.11% | 163 |
|
|
2020
Q4 | $1.22M | Buy |
2,778
+854
| +44% | +$374K | 0.1% | 157 |
|
|
2020
Q3 | $701K | Buy |
1,924
+151
| +9% | +$55K | 0.1% | 126 |
|
|
2020
Q2 | $559K | Buy |
1,773
+321
| +22% | +$101K | 0.09% | 121 |
|
|
2020
Q1 | $344K | Buy |
1,452
+558
| +62% | +$132K | 0.07% | 140 |
|
|
2019
Q4 | $283K | Buy |
+894
| New | +$283K | 0.05% | 170 |
|