CWP
Curated Wealth Partners’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Buy |
5,338
+1,398
| +35% | +$385K | 0.17% | 37 |
|
|
2025
Q1 | $660K | Buy |
3,940
+1,766
| +81% | +$296K | 0.09% | 76 |
|
|
2024
Q4 | $504K | Sell |
2,174
-868
| -29% | -$201K | 0.06% | 86 |
|
|
2024
Q3 | $525K | Buy |
3,042
+2,738
| +901% | +$472K | 0.07% | 77 |
|
|
2024
Q2 | $488K | Buy |
+304
| New | +$488K | 0.07% | 79 |
|
|
2024
Q1 | – | Sell |
-302
| Closed | -$337K | – | 23 |
|
|
2023
Q4 | $337K | Hold |
302
| – | – | 0.06% | 104 |
|
|
2023
Q3 | $251K | Sell |
302
-9
| -3% | -$7.48K | 0.05% | 116 |
|
|
2023
Q2 | $270K | Buy |
+311
| New | +$270K | 0.05% | 108 |
|