Capital Analysts LLC’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$25.3M Buy
91,643
+2,297
+3% +$633K 0.84% 22
2025
Q1
$15M Buy
89,346
+1,421
+2% +$238K 0.56% 37
2024
Q4
$20.4M Sell
87,925
-10,756
-11% -$2.49M 0.82% 23
2024
Q3
$17M Buy
98,681
+1,311
+1% +$226K 0.69% 27
2024
Q2
$15.6M Buy
97,370
+1,110
+1% +$178K 0.69% 29
2024
Q1
$12.8M Sell
96,260
-53,070
-36% -$7.03M 0.6% 33
2023
Q4
$16.7M Sell
149,330
-4,630
-3% -$517K 0.84% 23
2023
Q3
$12.8M Buy
153,960
+130
+0.1% +$10.8K 0.71% 25
2023
Q2
$13.3M Buy
153,830
+3,340
+2% +$290K 0.74% 21
2023
Q1
$9.66M Buy
150,490
+1,320
+0.9% +$84.7K 0.55% 33
2022
Q4
$8.34M Buy
149,170
+3,400
+2% +$190K 0.51% 36
2022
Q3
$6.47M Buy
145,770
+8,250
+6% +$366K 0.45% 45
2022
Q2
$6.68M Buy
137,520
+3,920
+3% +$190K 0.46% 41
2022
Q1
$8.41M Buy
133,600
+3,040
+2% +$191K 0.53% 33
2021
Q4
$8.69M Sell
130,560
-1,370
-1% -$91.2K 0.53% 31
2021
Q3
$6.4M Buy
131,930
+2,120
+2% +$103K 0.42% 46
2021
Q2
$6.19M Buy
129,810
+121,480
+1,458% +$5.79M 0.42% 48
2021
Q1
$386K Buy
8,330
+2,530
+44% +$117K 0.03% 271
2020
Q4
$254K Sell
5,800
-150
-3% -$6.57K 0.02% 226
2020
Q3
$217K Buy
5,950
+30
+0.5% +$1.09K 0.02% 241
2020
Q2
$187K Buy
5,920
+40
+0.7% +$1.26K 0.02% 223
2020
Q1
$140K Buy
5,880
+40
+0.7% +$952 0.02% 228
2019
Q4
$185K Buy
5,840
+730
+14% +$23.1K 0.02% 241
2019
Q3
$141K Buy
5,110
+1,340
+36% +$37K 0.01% 246
2019
Q2
$108K Sell
3,770
-146,350
-97% -$4.19M 0.01% 265
2019
Q1
$4.51M Sell
150,120
-1,170
-0.8% -$35.2K 0.52% 34
2018
Q4
$3.85M Buy
151,290
+1,960
+1% +$49.8K 0.51% 42
2018
Q3
$3.69M Buy
149,330
+7,310
+5% +$180K 0.42% 55
2018
Q2
$3.45M Buy
142,020
+1,670
+1% +$40.5K 0.41% 58
2018
Q1
$3.31M Buy
140,350
+4,670
+3% +$110K 0.41% 59
2017
Q4
$3.49M Sell
135,680
-18,150
-12% -$466K 0.44% 54
2017
Q3
$3.73M Buy
153,830
+5,720
+4% +$139K 0.5% 36
2017
Q2
$3.45M Buy
148,110
+3,780
+3% +$88.1K 0.49% 31
2017
Q1
$3.16M Sell
144,330
-1,130
-0.8% -$24.7K 0.5% 30
2016
Q4
$2.57M Buy
145,460
+9,310
+7% +$165K 0.45% 63
2016
Q3
$2.35M Sell
136,150
-8,050
-6% -$139K 0.44% 62
2016
Q2
$2.24M Buy
144,200
+9,320
+7% +$145K 0.45% 64
2016
Q1
$2.08M Buy
134,880
+9,700
+8% +$150K 0.42% 61
2015
Q4
$1.82M Sell
125,180
-147,290
-54% -$2.14M 0.37% 75
2015
Q3
$3.41M Buy
272,470
+142,670
+110% +$1.78M 0.65% 34
2015
Q2
$1.73M Buy
129,800
+5,240
+4% +$69.7K 0.35% 69
2015
Q1
$1.58M Sell
124,560
-24,540
-16% -$312K 0.33% 70
2014
Q4
$1.5M Buy
+149,100
New +$1.5M 0.33% 73