Cadent Capital 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
$2.09M Sell
7,598
-526
-6% -$145K 0.67% 37
2025
Q1
$1.36M Sell
8,124
-175
-2% -$29.3K 0.48% 43
2024
Q4
$1.92M Hold
8,299
0.67% 38
2024
Q3
$1.43M Buy
8,299
+3,929
+90% +$678K 0.44% 45
2024
Q2
$703K Buy
+4,370
New +$703K 0.28% 55