Capital Advisors Inc’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $48.7M | Buy |
176,520
+1,174
| +0.7% | +$324K | 0.87% | 47 |
|
|
2025
Q1 | $29.4M | Sell |
175,346
-15,087
| -8% | -$2.53M | 0.58% | 73 |
|
|
2024
Q4 | $44.2M | Sell |
190,433
-215
| -0.1% | -$49.8K | 0.88% | 43 |
|
|
2024
Q3 | $32.9M | Sell |
190,648
-78,212
| -29% | -$13.5M | 0.66% | 61 |
|
|
2024
Q2 | $43.2M | Sell |
268,860
-98,720
| -27% | -$15.8M | 0.89% | 41 |
|
|
2024
Q1 | $48.7M | Sell |
367,580
-83,590
| -19% | -$11.1M | 1.05% | 32 |
|
|
2023
Q4 | $50.4M | Sell |
451,170
-30,990
| -6% | -$3.46M | 1.13% | 28 |
|
|
2023
Q3 | $40M | Sell |
482,160
-6,200
| -1% | -$515K | 1.05% | 32 |
|
|
2023
Q2 | $42.4M | Sell |
488,360
-91,310
| -16% | -$7.92M | 1.08% | 32 |
|
|
2023
Q1 | $37.2M | Buy |
579,670
+6,530
| +1% | +$419K | 1% | 34 |
|
|
2022
Q4 | $32M | Buy |
573,140
+14,730
| +3% | +$824K | 0.91% | 39 |
|
|
2022
Q3 | $23.9M | Buy |
558,410
+7,650
| +1% | +$327K | 0.74% | 50 |
|
|
2022
Q2 | $26.8M | Buy |
550,760
+27,070
| +5% | +$1.32M | 0.8% | 45 |
|
|
2022
Q1 | $33M | Buy |
523,690
+16,030
| +3% | +$1.01M | 0.9% | 42 |
|
|
2021
Q4 | $33.8M | Buy |
507,660
+12,060
| +2% | +$802K | 0.9% | 38 |
|
|
2021
Q3 | $24M | Buy |
495,600
+6,310
| +1% | +$306K | 0.71% | 58 |
|
|
2021
Q2 | $23.3M | Buy |
+489,290
| New | +$23.3M | 0.7% | 60 |
|
|
2021
Q1 | – | Sell |
-727,180
| Closed | -$31.8M | – | 230 |
|
|
2020
Q4 | $31.8M | Buy |
727,180
+16,630
| +2% | +$728K | 1.14% | 23 |
|
|
2020
Q3 | $25.9M | Buy |
710,550
+8,670
| +1% | +$316K | 1.05% | 29 |
|
|
2020
Q2 | $23.1M | Buy |
701,880
+28,830
| +4% | +$949K | 0.96% | 35 |
|
|
2020
Q1 | $16M | Buy |
+673,050
| New | +$16M | 0.87% | 41 |
|