Apella Capital’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Buy |
3,855
+591
| +18% | +$162K | 0.03% | 212 |
|
|
2025
Q1 | $604K | Buy |
3,264
+308
| +10% | +$57K | 0.02% | 240 |
|
|
2024
Q4 | $685K | Buy |
2,956
+172
| +6% | +$39.9K | 0.03% | 201 |
|
|
2024
Q3 | $475K | Sell |
2,784
-36
| -1% | -$6.14K | 0.02% | 221 |
|
|
2024
Q2 | $489K | Buy |
2,820
+390
| +16% | +$67.6K | 0.02% | 207 |
|
|
2024
Q1 | $325K | Hold |
2,430
| – | – | 0.02% | 234 |
|
|
2023
Q4 | $255K | Buy |
+2,430
| New | +$255K | 0.01% | 257 |
|