CAGAS
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Capital Advisory Group Advisory Services’s Broadcom AVGO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$636K Sell
2,308
-57
-2% -$15.7K 0.23% 92
2025
Q1
$396K Buy
2,365
+825
+54% +$138K 0.15% 122
2024
Q4
$357K Buy
+1,540
New +$357K 0.13% 134
2022
Q2
Sell
-126
Closed -$79K 225
2022
Q1
$79K Buy
+126
New +$79K 0.04% 216
2021
Q4
Sell
-1,229
Closed -$596K 192
2021
Q3
$596K Buy
1,229
+149
+14% +$72.3K 0.22% 104
2021
Q2
$515K Buy
1,080
+30
+3% +$14.3K 0.19% 115
2021
Q1
$487K Buy
1,050
+967
+1,165% +$449K 0.19% 114
2020
Q4
$36K Buy
83
+40
+93% +$17.3K 0.02% 268
2020
Q3
$16K Buy
43
+10
+30% +$3.72K 0.01% 280
2020
Q2
$10K Sell
33
-16
-33% -$4.85K 0.01% 300
2020
Q1
$12K Sell
49
-883
-95% -$216K 0.01% 210
2019
Q4
$295K Buy
932
+148
+19% +$46.8K 0.16% 80
2019
Q3
$216K Sell
784
-174
-18% -$47.9K 0.14% 68
2019
Q2
$276K Hold
958
0.18% 62
2019
Q1
$289K Sell
958
-410
-30% -$124K 0.21% 58
2018
Q4
$349K Sell
1,368
-3,227
-70% -$823K 0.27% 48
2018
Q3
$1.13M Buy
4,595
+2,262
+97% +$554K 0.75% 26
2018
Q2
$569K Sell
2,333
-22
-0.9% -$5.37K 0.41% 38
2018
Q1
$557K Buy
+2,355
New +$557K 0.41% 41