Cape Ann Savings Bank’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$492K Sell
1,786
-5
-0.3% -$1.38K 0.29% 62
2025
Q1
$300K Buy
1,791
+98
+6% +$16.4K 0.19% 73
2024
Q4
$393K Sell
1,693
-50
-3% -$11.6K 0.23% 64
2024
Q3
$301K Buy
1,743
+443
+34% +$76.4K 0.17% 73
2024
Q2
$209K Buy
+1,300
New +$209K 0.13% 85