CWA Asset Management Group’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.1M | Buy |
72,746
+32,022
| +79% | +$8.83M | 0.85% | 22 |
|
|
2025
Q1 | $6.82M | Buy |
40,724
+3,514
| +9% | +$588K | 0.33% | 68 |
|
|
2024
Q4 | $8.63M | Buy |
37,210
+3,484
| +10% | +$808K | 0.44% | 54 |
|
|
2024
Q3 | $5.82M | Buy |
+33,726
| New | +$5.82M | 0.31% | 74 |
|
|
2024
Q1 | $4.92M | Buy |
37,090
+18,470
| +99% | +$2.45M | 0.3% | 84 |
|
|
2023
Q4 | $2.08M | Buy |
18,620
+5,290
| +40% | +$590K | 0.14% | 119 |
|
|
2023
Q3 | $1.11M | Buy |
13,330
+3,070
| +30% | +$255K | 0.08% | 137 |
|
|
2023
Q2 | $890K | Buy |
10,260
+1,720
| +20% | +$149K | 0.06% | 149 |
|
|
2023
Q1 | $548K | Buy |
8,540
+4,620
| +118% | +$296K | 0.04% | 189 |
|
|
2022
Q4 | $219K | Sell |
3,920
-610
| -13% | -$34.1K | 0.02% | 295 |
|
|
2022
Q3 | $201K | Buy |
+4,530
| New | +$201K | 0.02% | 285 |
|
|
2022
Q1 | – | Sell |
-1,940
| Closed | -$129K | – | 296 |
|
|
2021
Q4 | $129K | Buy |
+1,940
| New | +$129K | 0.01% | 292 |
|
|
2019
Q4 | – | Sell |
-11,320
| Closed | -$313K | – | 242 |
|
|
2019
Q3 | $313K | Sell |
11,320
-180
| -2% | -$4.98K | 0.05% | 160 |
|
|
2019
Q2 | $331K | Hold |
11,500
| – | – | 0.06% | 160 |
|
|
2019
Q1 | $346K | Sell |
11,500
-4,630
| -29% | -$139K | 0.07% | 145 |
|
|
2018
Q4 | $410K | Buy |
16,130
+5,960
| +59% | +$151K | 0.1% | 123 |
|
|
2018
Q3 | $251K | Sell |
10,170
-5,080
| -33% | -$125K | 0.06% | 168 |
|
|
2018
Q2 | $370K | Buy |
+15,250
| New | +$370K | 0.09% | 138 |
|
|
2018
Q1 | – | Sell |
-19,670
| Closed | -$505K | – | 192 |
|
|
2017
Q4 | $505K | Buy |
19,670
+10,000
| +103% | +$257K | 0.13% | 110 |
|
|
2017
Q3 | $235K | Sell |
9,670
-9,500
| -50% | -$231K | 0.07% | 145 |
|
|
2017
Q2 | $447K | Buy |
19,170
+170
| +0.9% | +$3.96K | 0.14% | 98 |
|
|
2017
Q1 | $416K | Hold |
19,000
| – | – | 0.14% | 103 |
|
|
2016
Q4 | $336K | Hold |
19,000
| – | – | 0.14% | 114 |
|
|
2016
Q3 | $328K | Hold |
19,000
| – | – | 0.18% | 98 |
|
|
2016
Q2 | $295K | Buy |
+19,000
| New | +$295K | 0.18% | 108 |
|
|
2016
Q1 | – | Sell |
-20,250
| Closed | -$294K | – | 84 |
|
|
2015
Q4 | $294K | Buy |
+20,250
| New | +$294K | 0.33% | 102 |
|