Cape Investment Advisory’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$321K Sell
2025
Q1
$258K Buy
2024
Q4
$351K Sell
2024
Q3
$277K Sell
2024
Q2
$267K Buy
2024
Q1
$30.5K Hold
2023
Q4
$25.7K Hold
2023
Q3
$19.1K Hold
2023
Q2
$20K Hold
2023
Q1
$14.8K Buy