Capital Advisors Wealth Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.63M | Sell |
13,166
-660
| -5% | -$182K | 0.57% | 43 |
|
|
2025
Q1 | $2.31M | Sell |
13,826
-3,067
| -18% | -$513K | 0.41% | 49 |
|
|
2024
Q4 | $3.92M | Buy |
16,893
+250
| +2% | +$58K | 0.7% | 34 |
|
|
2024
Q3 | $2.87M | Buy |
16,643
+33
| +0.2% | +$5.69K | 0.53% | 41 |
|
|
2024
Q2 | $2.67M | Buy |
16,610
+1,390
| +9% | +$223K | 0.53% | 38 |
|
|
2024
Q1 | $2.02M | Buy |
15,220
+1,370
| +10% | +$182K | 0.42% | 42 |
|
|
2023
Q4 | $1.55M | Sell |
13,850
-7,620
| -35% | -$851K | 0.35% | 45 |
|
|
2023
Q3 | $1.78M | Buy |
21,470
+1,830
| +9% | +$152K | 0.47% | 40 |
|
|
2023
Q2 | $1.7M | Buy |
19,640
+2,220
| +13% | +$193K | 0.44% | 45 |
|
|
2023
Q1 | $1.12M | Buy |
17,420
+550
| +3% | +$35.3K | 0.31% | 54 |
|
|
2022
Q4 | $943K | Buy |
16,870
+2,810
| +20% | +$157K | 0.29% | 47 |
|
|
2022
Q3 | $624K | Buy |
14,060
+3,400
| +32% | +$151K | 0.21% | 57 |
|
|
2022
Q2 | $518K | Buy |
10,660
+7,100
| +199% | +$345K | 0.17% | 67 |
|
|
2022
Q1 | $224K | Buy |
3,560
+320
| +10% | +$20.1K | 0.07% | 110 |
|
|
2021
Q4 | $216K | Buy |
+3,240
| New | +$216K | 0.07% | 115 |
|