Bristlecone Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,091
| Closed | -$350K | – | 298 |
|
|
2025
Q1 | $350K | Sell |
2,091
-259
| -11% | -$43.4K | 0.03% | 221 |
|
|
2024
Q4 | $545K | Hold |
2,350
| – | – | 0.04% | 188 |
|
|
2024
Q3 | $405K | Sell |
2,350
-110
| -4% | -$19K | 0.03% | 202 |
|
|
2024
Q2 | $395K | Buy |
2,460
+10
| +0.4% | +$1.61K | 0.03% | 203 |
|
|
2024
Q1 | $325K | Buy |
2,450
+10
| +0.4% | +$1.33K | 0.03% | 223 |
|
|
2023
Q4 | $272K | Buy |
+2,440
| New | +$272K | 0.03% | 239 |
|
|
2020
Q1 | – | Sell |
-8,430
| Closed | -$266K | – | 153 |
|
|
2019
Q4 | $266K | Buy |
+8,430
| New | +$266K | 0.05% | 176 |
|
|
2019
Q3 | – | Sell |
-7,260
| Closed | -$209K | – | 141 |
|
|
2019
Q2 | $209K | Buy |
+7,260
| New | +$209K | 0.05% | 175 |
|