CPWM
AVGO icon

Cypress Point Wealth Management’s Broadcom AVGO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,747
Closed -$301K 70
2024
Q3
$301K Buy
1,747
+1,586
+985% +$274K 0.12% 68
2024
Q2
$258K Buy
+161
New +$258K 0.12% 67