Biltmore Family Office’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.16M | Sell |
7,838
-499
| -6% | -$138K | 0.37% | 54 |
|
|
2025
Q1 | $1.4M | Sell |
8,337
-190
| -2% | -$31.8K | 0.24% | 73 |
|
|
2024
Q4 | $1.98M | Sell |
8,527
-550
| -6% | -$128K | 0.33% | 53 |
|
|
2024
Q3 | $1.57M | Buy |
9,077
+1,187
| +15% | +$205K | 0.27% | 67 |
|
|
2024
Q2 | $1.27M | Sell |
7,890
-60
| -0.8% | -$9.63K | 0.23% | 67 |
|
|
2024
Q1 | $1.05M | Sell |
7,950
-550
| -6% | -$72.9K | 0.21% | 79 |
|
|
2023
Q4 | $949K | Sell |
8,500
-600
| -7% | -$67K | 0.2% | 77 |
|
|
2023
Q3 | $756K | Sell |
9,100
-100
| -1% | -$8.31K | 0.17% | 81 |
|
|
2023
Q2 | $798K | Sell |
9,200
-960
| -9% | -$83.3K | 0.17% | 80 |
|
|
2023
Q1 | $652K | Sell |
10,160
-2,830
| -22% | -$182K | 0.14% | 106 |
|
|
2022
Q4 | $726K | Buy |
12,990
+20
| +0.2% | +$1.12K | 0.15% | 90 |
|
|
2022
Q3 | $576K | Buy |
12,970
+50
| +0.4% | +$2.22K | 0.13% | 92 |
|
|
2022
Q2 | $628K | Hold |
12,920
| – | – | 0.16% | 90 |
|
|
2022
Q1 | $814K | Hold |
12,920
| – | – | 0.17% | 85 |
|
|
2021
Q4 | $860K | Hold |
12,920
| – | – | 0.16% | 91 |
|
|
2021
Q3 | $627K | Hold |
12,920
| – | – | 0.15% | 91 |
|
|
2021
Q2 | $616K | Buy |
12,920
+1,100
| +9% | +$52.4K | 0.17% | 86 |
|
|
2021
Q1 | $548K | Hold |
11,820
| – | – | 0.17% | 88 |
|
|
2020
Q4 | $518K | Buy |
11,820
+2,570
| +28% | +$113K | 0.16% | 86 |
|
|
2020
Q3 | $337K | Hold |
9,250
| – | – | 0.19% | 102 |
|
|
2020
Q2 | $292K | Hold |
9,250
| – | – | 0.18% | 113 |
|
|
2020
Q1 | $219K | Sell |
9,250
-4,300
| -32% | -$102K | 0.14% | 130 |
|
|
2019
Q4 | $428K | Buy |
13,550
+590
| +5% | +$18.6K | 0.17% | 112 |
|
|
2019
Q3 | $361K | Buy |
12,960
+3,240
| +33% | +$90.3K | 0.16% | 115 |
|
|
2019
Q2 | $282K | Hold |
9,720
| – | – | 0.15% | 114 |
|
|
2019
Q1 | $292K | Hold |
9,720
| – | – | 0.15% | 122 |
|
|
2018
Q4 | $247K | Buy |
9,720
+470
| +5% | +$11.9K | 0.14% | 126 |
|
|
2018
Q3 | $228K | Hold |
9,250
| – | – | 0.11% | 141 |
|
|
2018
Q2 | $224K | Hold |
9,250
| – | – | 0.11% | 135 |
|
|
2018
Q1 | $218K | Hold |
9,250
| – | – | 0.1% | 154 |
|
|
2017
Q4 | $238K | Buy |
+9,250
| New | +$238K | 0.11% | 145 |
|