Cape Investment Advisory’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $321K | Sell |
1,164
-380
| -25% | -$105K | 0.12% | 137 |
|
|
2025
Q1 | $258K | Buy |
1,544
+31
| +2% | +$5.19K | 0.1% | 153 |
|
|
2024
Q4 | $351K | Sell |
1,513
-92
| -6% | -$21.3K | 0.14% | 118 |
|
|
2024
Q3 | $277K | Sell |
1,605
-55
| -3% | -$9.49K | 0.11% | 130 |
|
|
2024
Q2 | $267K | Buy |
1,660
+1,430
| +622% | +$230K | 0.12% | 123 |
|
|
2024
Q1 | $30.5K | Hold |
230
| – | – | 0.01% | 379 |
|
|
2023
Q4 | $25.7K | Hold |
230
| – | – | 0.01% | 483 |
|
|
2023
Q3 | $19.1K | Hold |
230
| – | – | 0.01% | 451 |
|
|
2023
Q2 | $20K | Hold |
230
| – | – | 0.01% | 436 |
|
|
2023
Q1 | $14.8K | Buy |
+230
| New | +$14.8K | 0.01% | 472 |
|