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CIC Wealth, LLC

SEC CIK
0001965909
Latest filing
Nov 8, 2024

AVGO holding history

Broadcom Inc. in every 13F filed by CIC Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AVGO overviewAll 13F holders of AVGOFull Q3 2024 holdings

Shares (Q3 2024)
14,413
Value
$2.49M
% of portfolio
0.6%
Quarters held
8
Since Q4 2022
Holdings of AVGO by CIC Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 202414,413$2.49M0.6%+1,803+14.3%AddedConverted for a 10-for-1 splitHolders
Q2 20241,261$2.02M0.6%−2−0.2%ReducedHolders
Q1 20241,263$1.67M0.5%−37−2.8%ReducedHolders
Q4 20231,300$1.45M0.5%−33−2.5%ReducedHolders
Q3 20231,333$1.11M0.4%+20+1.5%AddedHolders
Q2 20231,313$1.14M0.4%−5−0.4%ReducedHolders
Q1 20231,318$845.5K0.3%−7−0.5%ReducedHolders
Q4 20221,325$740.8K0.3%–No prior filingHolders