Calton & Associates’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $834K | Buy |
3,025
+372
| +14% | +$103K | 0.14% | 134 |
|
|
2025
Q1 | $444K | Buy |
+2,653
| New | +$444K | 0.1% | 183 |
|
|
2024
Q4 | – | Sell |
-3,076
| Closed | -$531K | – | 195 |
|
|
2024
Q3 | $531K | Buy |
+3,076
| New | +$531K | 0.2% | 109 |
|
|
2024
Q2 | – | Sell |
-1,740
| Closed | -$231K | – | 190 |
|
|
2024
Q1 | $231K | Sell |
1,740
-370
| -18% | -$49.1K | 0.11% | 166 |
|
|
2023
Q4 | $236K | Sell |
2,110
-890
| -30% | -$99.5K | 0.09% | 201 |
|
|
2023
Q3 | $249K | Buy |
+3,000
| New | +$249K | 0.36% | 74 |
|
|
2023
Q1 | – | Sell |
-7,230
| Closed | -$404K | – | 239 |
|
|
2022
Q4 | $404K | Buy |
7,230
+580
| +9% | +$32.4K | 0.16% | 155 |
|
|
2022
Q3 | $295K | Sell |
6,650
-1,310
| -16% | -$58.1K | 0.17% | 138 |
|
|
2022
Q2 | $387K | Sell |
7,960
-550
| -6% | -$26.7K | 0.22% | 124 |
|
|
2022
Q1 | $536K | Sell |
8,510
-180
| -2% | -$11.3K | 0.16% | 153 |
|
|
2021
Q4 | $578K | Sell |
8,690
-3,670
| -30% | -$244K | 0.15% | 164 |
|
|
2021
Q3 | $599K | Buy |
12,360
+5,030
| +69% | +$244K | 0.13% | 179 |
|
|
2021
Q2 | $350K | Buy |
7,330
+530
| +8% | +$25.3K | 0.07% | 264 |
|
|
2021
Q1 | $316K | Sell |
6,800
-2,730
| -29% | -$127K | 0.06% | 271 |
|
|
2020
Q4 | $417K | Buy |
9,530
+670
| +8% | +$29.3K | 0.07% | 210 |
|
|
2020
Q3 | $323K | Buy |
8,860
+680
| +8% | +$24.8K | 0.07% | 221 |
|
|
2020
Q2 | $258K | Sell |
8,180
-420
| -5% | -$13.2K | 0.06% | 250 |
|
|
2020
Q1 | $204K | Buy |
8,600
+350
| +4% | +$8.3K | 0.05% | 268 |
|
|
2019
Q4 | $261K | Buy |
+8,250
| New | +$261K | 0.05% | 287 |
|
|
2018
Q2 | – | Sell |
-37,870
| Closed | -$893K | – | 299 |
|
|
2018
Q1 | $893K | Buy |
37,870
+14,760
| +64% | +$348K | 0.26% | 82 |
|
|
2017
Q4 | $607K | Buy |
+23,110
| New | +$607K | 0.15% | 128 |
|