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