Circle Wealth Management, LLC's ownership history for AVGO

Circle Wealth Management, LLC currently holds 17.4K shares with a market value of $5.8M. It started holding AVGO on 2024-09-30. At its peak, it held 19.4K shares on 2024-12-31. Its highest holding value was $5.8M on 2025-09-30. At its lowest, it held 14.8K shares on 2024-09-30, with a value of $2.6M on 2024-09-30. In the recent 180 days, Circle Wealth Management, LLC has increased its shares by 1.7K. In the recent year, Circle Wealth Management, LLC has increased its shares by 2.6K.