Capital Advisors Wealth Management’s Broadcom AVGO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.06M	Buy	13,120 +180	+1%	+$59.2K	0.55%	41
2025 Q4	$4.48M	Sell	12,940 -536	-4%	-$192K	0.61%	41
2025 Q3	$4.45M	Buy	13,476 +310	+2%	+$95.1K	0.63%	40
2025 Q2	$3.63M	Sell	13,166 -660	-5%	-$143K	0.57%	43
2025 Q1	$2.31M	Sell	13,826 -3,067	-18%	-$649K	0.41%	49
2024 Q4	$3.92M	Buy	16,893 +250	+2%	+$46.2K	0.7%	34
2024 Q3	$2.87M	Buy	16,643 +33	+0.2%	+$5.29K	0.53%	41
2024 Q2	$2.67M	Buy	16,610 +1,390	+9%	+$195K	0.53%	38
2024 Q1	$2.02M	Buy	15,220 +1,370	+10%	+$170K	0.42%	42
2023 Q4	$1.55M	Sell	13,850 -7,620	-35%	-$722K	0.35%	45
2023 Q3	$1.78M	Buy	21,470 +1,830	+9%	+$159K	0.47%	40
2023 Q2	$1.7M	Buy	19,640 +2,220	+13%	+$158K	0.44%	45
2023 Q1	$1.12M	Buy	17,420 +550	+3%	+$33.1K	0.31%	54
2022 Q4	$943K	Buy	16,870 +2,810	+20%	+$141K	0.29%	47
2022 Q3	$624K	Buy	14,060 +3,400	+32%	+$174K	0.21%	57
2022 Q2	$518K	Buy	10,660 +7,100	+199%	+$399K	0.17%	67
2022 Q1	$224K	Buy	3,560 +320	+10%	+$19K	0.07%	110
2021 Q4	$216K	Buy	+3,240	New	+$182K	0.07%	115