CWP
Cyndeo Wealth Partners’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $51.9M | Sell |
188,239
-2,804
| -1% | -$773K | 3.08% | 2 |
|
|
2025
Q1 | $32M | Buy |
191,043
+54,241
| +40% | +$9.08M | 2.1% | 4 |
|
|
2024
Q4 | $31.7M | Sell |
136,802
-750
| -0.5% | -$174K | 2.14% | 4 |
|
|
2024
Q3 | $23.7M | Buy |
137,552
+122,765
| +830% | +$21.2M | 1.66% | 6 |
|
|
2024
Q2 | $23.7M | Sell |
14,787
-1,064
| -7% | -$1.71M | 1.86% | 6 |
|
|
2024
Q1 | $21M | Buy |
15,851
+376
| +2% | +$498K | 1.75% | 7 |
|
|
2023
Q4 | $17.3M | Sell |
15,475
-157
| -1% | -$175K | 1.6% | 8 |
|
|
2023
Q3 | $13M | Buy |
15,632
+152
| +1% | +$126K | 1.35% | 15 |
|
|
2023
Q2 | $13.4M | Sell |
15,480
-1,716
| -10% | -$1.49M | 1.4% | 16 |
|
|
2023
Q1 | $11M | Buy |
17,196
+389
| +2% | +$250K | 1.19% | 15 |
|
|
2022
Q4 | $9.4M | Buy |
+16,807
| New | +$9.4M | 1.1% | 14 |
|