Capital Advisors Inc’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $35.3M | Sell |
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|
2025
Q2 | $48.7M | Buy |
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|
2025
Q1 | $29.4M | Sell |
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|
2024
Q4 | $44.2M | Sell |
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|
2024
Q3 | $32.9M | Sell |
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|
2024
Q2 | $43.2M | Sell |
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|
2024
Q1 | $48.7M | Sell |
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|
2023
Q4 | $50.4M | Sell |
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|
2023
Q3 | $40M | Sell |
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|
2023
Q2 | $42.4M | Sell |
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|
2023
Q1 | $37.2M | Buy |
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|
2022
Q4 | $32M | Buy |
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|
2022
Q3 | $23.9M | Buy |
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|
2022
Q2 | $26.8M | Buy |
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|
2022
Q1 | $33M | Buy |
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|
2021
Q4 | $33.8M | Buy |
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|
2021
Q3 | $24M | Buy |
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|
2021
Q2 | $23.3M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $31.8M | Buy |
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|
2020
Q3 | $25.9M | Buy |
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|
2020
Q2 | $23.1M | Buy |
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|
2020
Q1 | $16M | Buy |
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