Berkeley Capital Partners’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Buy |
4,846
+190
| +4% | +$52.4K | 0.34% | 65 |
|
|
2025
Q1 | $780K | Sell |
4,656
-93
| -2% | -$15.6K | 0.21% | 95 |
|
|
2024
Q4 | $1.1M | Sell |
4,749
-201
| -4% | -$46.6K | 0.31% | 67 |
|
|
2024
Q3 | $854K | Buy |
4,950
+220
| +5% | +$38K | 0.24% | 91 |
|
|
2024
Q2 | $759K | Buy |
4,730
+420
| +10% | +$67.4K | 0.23% | 86 |
|
|
2024
Q1 | $571K | Sell |
4,310
-20
| -0.5% | -$2.65K | 0.17% | 102 |
|
|
2023
Q4 | $483K | Sell |
4,330
-690
| -14% | -$77K | 0.16% | 110 |
|
|
2023
Q3 | $417K | Sell |
5,020
-150
| -3% | -$12.5K | 0.15% | 108 |
|
|
2023
Q2 | $448K | Sell |
5,170
-550
| -10% | -$47.7K | 0.16% | 100 |
|
|
2023
Q1 | $367K | Sell |
5,720
-9,810
| -63% | -$629K | 0.14% | 106 |
|
|
2022
Q4 | $868K | Buy |
15,530
+1,410
| +10% | +$78.8K | 0.34% | 64 |
|
|
2022
Q3 | $627K | Buy |
14,120
+760
| +6% | +$33.7K | 0.27% | 72 |
|
|
2022
Q2 | $649K | Buy |
13,360
+2,250
| +20% | +$109K | 0.27% | 71 |
|
|
2022
Q1 | $700K | Buy |
11,110
+4,850
| +77% | +$306K | 0.28% | 70 |
|
|
2021
Q4 | $417K | Buy |
6,260
+860
| +16% | +$57.3K | 0.17% | 86 |
|
|
2021
Q3 | $262K | Hold |
5,400
| – | – | 0.12% | 110 |
|
|
2021
Q2 | $257K | Buy |
5,400
+210
| +4% | +$9.99K | 0.11% | 117 |
|
|
2021
Q1 | $241K | Buy |
+5,190
| New | +$241K | 0.12% | 113 |
|