Crestwood Advisors Group’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $52.2M | Sell |
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|
2025
Q1 | $31.9M | Buy |
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|
2024
Q4 | $41.9M | Buy |
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|
2024
Q3 | $28.6M | Buy |
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|
2024
Q2 | $25.7M | Buy |
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|
2024
Q1 | $20.8M | Buy |
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|
2023
Q4 | $17M | Buy |
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|
2023
Q3 | $12.4M | Buy |
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|
2023
Q2 | $777K | Sell |
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|
2023
Q1 | $609K | Buy |
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|
2022
Q4 | $384K | Buy |
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|
2022
Q3 | $282K | Sell |
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|
2022
Q2 | $816K | Sell |
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|
2022
Q1 | $1.07M | Buy |
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|
2021
Q4 | $459K | Buy |
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|
2021
Q3 | $233K | Buy |
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|
2021
Q2 | $220K | Sell |
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|
2021
Q1 | $339K | Buy |
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|
2020
Q4 | $232K | Sell |
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|
2020
Q3 | $245K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $220K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $114K | Buy |
|