CWS
Cypress Wealth Services’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.74M | Buy |
6,302
+735
| +13% | +$203K | 0.31% | 64 |
|
|
2025
Q1 | $932K | Buy |
5,567
+188
| +3% | +$31.5K | 0.19% | 93 |
|
|
2024
Q4 | $1.25M | Buy |
5,379
+785
| +17% | +$182K | 0.25% | 73 |
|
|
2024
Q3 | $792K | Buy |
4,594
+4,188
| +1,032% | +$722K | 0.16% | 104 |
|
|
2024
Q2 | $652K | Buy |
406
+30
| +8% | +$48.2K | 0.15% | 112 |
|
|
2024
Q1 | $499K | Buy |
376
+165
| +78% | +$219K | 0.12% | 146 |
|
|
2023
Q4 | $236K | Buy |
+211
| New | +$236K | 0.06% | 213 |
|