Copia Wealth Management's ownership history for AVGO

Copia Wealth Management currently holds 498 shares with a market value of $164.2K. It started holding AVGO on 2024-12-31. At its peak, it held 835 shares on 2024-12-31. Its highest holding value was $193.6K on 2024-12-31. At its lowest, it held 498 shares on 2025-09-30, with a value of $117.6K on 2025-03-31. In the recent 180 days, Copia Wealth Management has decreased its shares by 204.