Canopy 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 | $2.02M | Buy |
7,340
+510
| +7% | +$141K | 0.74% | 30 |
|
2025
Q1 | $1.14M | Buy |
6,830
+336
| +5% | +$56.3K | 0.45% | 49 |
|
2024
Q4 | $1.51M | Sell |
6,494
-54
| -0.8% | -$12.5K | 0.57% | 37 |
|
2024
Q3 | $1.13M | Buy |
6,548
+278
| +4% | +$48K | 0.49% | 39 |
|
2024
Q2 | $1.01M | Buy |
6,270
+100
| +2% | +$16.1K | 0.47% | 41 |
|
2024
Q1 | $818K | Buy |
6,170
+1,720
| +39% | +$228K | 0.4% | 56 |
|
2023
Q4 | $497K | Buy |
+4,450
| New | +$497K | 0.3% | 77 |
|