American Capital Advisory’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $353K | Buy |
1,280
+52
| +4% | +$14.3K | 0.18% | 81 |
|
2025
Q1 | $206K | Buy |
1,228
+38
| +3% | +$6.36K | 0.11% | 91 |
|
2024
Q4 | $276K | Sell |
1,190
-240
| -17% | -$55.6K | 0.15% | 88 |
|
2024
Q3 | $247K | Buy |
1,430
+380
| +36% | +$65.6K | 0.14% | 87 |
|
2024
Q2 | $117K | Buy |
+1,050
| New | +$117K | 0.08% | 111 |
|
2024
Q1 | – | Sell |
-1,050
| Closed | -$117K | – | 463 |
|
2023
Q4 | $117K | Buy |
+1,050
| New | +$117K | 0.08% | 111 |
|