Schneider Downs Wealth Management Advisors’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$900K Buy
2022
Q4
Sell
2022
Q3
$272K Sell
2022
Q2
$301K Hold
2022
Q1
$390K Sell
2021
Q4
$436K Sell
2021
Q3
$319K Sell
2021
Q2
$314K Buy
2021
Q1
$302K Buy