Modera Wealth Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $109M | Sell |
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|
2025
Q1 | $68M | Sell |
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|
2024
Q4 | $99.3M | Sell |
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|
2024
Q3 | $76M | Sell |
|
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|
2024
Q2 | $74.3M | Sell |
|
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|
2024
Q1 | $64.9M | Sell |
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|
2023
Q4 | $56.7M | Sell |
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|
2023
Q3 | $44.7M | Sell |
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|
2023
Q2 | $48.7M | Buy |
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|
2023
Q1 | $481K | Buy |
|
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|
2022
Q4 | $366K | Sell |
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|
2022
Q3 | $297K | Sell |
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|
2022
Q2 | $339K | Buy |
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|
2022
Q1 | $407K | Buy |
|