Capital Asset Advisory Services’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $13.6M | Sell |
36,063
-530
| -1% | -$213K | 0.49% | 35 |
|
|
2026
Q1 | $14.6M | Buy |
36,593
+10,154
| +38% | +$3.34M | 0.56% | 35 |
|
|
2025
Q4 | $9.09M | Sell |
26,439
-200
| -0.8% | -$71.5K | 0.37% | 40 |
|
|
2025
Q3 | $8.79M | Sell |
26,639
-2,948
| -10% | -$904K | 0.38% | 42 |
|
|
2025
Q2 | $7.83M | Buy |
29,587
+1,293
| +5% | +$281K | 0.37% | 42 |
|
|
2025
Q1 | $4.87M | Buy |
28,294
+16,998
| +150% | +$3.6M | 0.25% | 53 |
|
|
2024
Q4 | $2.63M | Buy |
11,296
+164
| +1% | +$30.3K | 0.13% | 102 |
|
|
2024
Q3 | $2.01M | Buy |
11,132
+1,542
| +16% | +$247K | 0.1% | 113 |
|
|
2024
Q2 | $1.66M | Buy |
9,590
+690
| +8% | +$96.7K | 0.09% | 116 |
|
|
2024
Q1 | $1.19M | Sell |
8,900
-1,010
| -10% | -$125K | 0.07% | 126 |
|
|
2023
Q4 | $1.11M | Buy |
9,910
+1,610
| +19% | +$152K | 0.07% | 133 |
|
|
2023
Q3 | $726K | Buy |
8,300
+480
| +6% | +$41.6K | 0.05% | 151 |
|
|
2023
Q2 | $695K | Sell |
7,820
-520
| -6% | -$37.1K | 0.05% | 166 |
|
|
2023
Q1 | $535K | Sell |
8,340
-1,140
| -12% | -$68.6K | 0.04% | 198 |
|
|
2022
Q4 | $554K | Sell |
9,480
-950
| -9% | -$47.6K | 0.04% | 199 |
|
|
2022
Q3 | $463K | Sell |
10,430
-1,560
| -13% | -$79.7K | 0.06% | 179 |
|
|
2022
Q2 | $583K | Sell |
11,990
-1,590
| -12% | -$89.2K | 0.06% | 208 |
|
|
2022
Q1 | $855K | Buy |
13,580
+1,650
| +14% | +$98K | 0.09% | 169 |
|
|
2021
Q4 | $794K | Buy |
11,930
+310
| +3% | +$17.4K | 0.08% | 180 |
|
|
2021
Q3 | $563K | Buy |
11,620
+1,000
| +9% | +$48.6K | 0.06% | 236 |
|
|
2021
Q2 | $506K | Sell |
10,620
-120
| -1% | -$5.56K | 0.06% | 258 |
|
|
2021
Q1 | $498K | Sell |
10,740
-1,080
| -9% | -$49.9K | 0.07% | 251 |
|
|
2020
Q4 | $518K | Buy |
11,820
+4,580
| +63% | +$179K | 0.09% | 195 |
|
|
2020
Q3 | $264K | Sell |
7,240
-10
| -0.1% | -$335 | 0.06% | 256 |
|
|
2020
Q2 | $235K | Buy |
+7,250
| New | +$203K | 0.05% | 298 |
|
|
2020
Q1 | – | Sell |
-15,410
| Closed | -$493K | – | 514 |
|
|
2019
Q4 | $493K | Sell |
15,410
-3,240
| -17% | -$98.4K | 0.12% | 169 |
|
|
2019
Q3 | $515K | Sell |
18,650
-50
| -0.3% | -$1.42K | 0.34% | 51 |
|
|
2019
Q2 | $538K | Hold |
18,700
| – | – | 0.41% | 45 |
|
|
2019
Q1 | $562K | Sell |
18,700
-50
| -0.3% | -$1.36K | 0.73% | 24 |
|
|
2018
Q4 | $477K | Hold |
18,750
| – | – | 0.46% | 52 |
|
|
2018
Q3 | $463K | Sell |
18,750
-500
| -3% | -$11.2K | 0.39% | 57 |
|
|
2018
Q2 | $467K | Sell |
19,250
-2,500
| -11% | -$61.3K | 0.42% | 53 |
|
|
2018
Q1 | $513K | Buy |
21,750
+1,700
| +8% | +$42.8K | 0.47% | 53 |
|
|
2017
Q4 | $515K | Sell |
20,050
-1,100
| -5% | -$28.6K | 0.47% | 57 |
|
|
2017
Q3 | $513K | Sell |
21,150
-250
| -1% | -$6.18K | 0.46% | 55 |
|
|
2017
Q2 | $501K | Buy |
+21,400
| New | +$496K | 0.32% | 69 |
|
|
2016
Q2 | – | Sell |
-23,150
| Closed | -$358K | – | 65 |
|
|
2016
Q1 | $358K | Buy |
23,150
+200
| +0.9% | +$2.7K | 0.39% | 50 |
|
|
2015
Q4 | $333K | Buy |
+22,950
| New | +$298K | 0.47% | 39 |
|
Other funds holding AVGO
Capital Asset Advisory Services's AVGO Position: Q2 2026 in Review
Capital Asset Advisory Services reduced its Broadcom (AVGO) stake by 1.4% in Q2 2026, selling an estimated $213K and leaving 36,063 shares worth $13.6M. The position accounts for 0.49% of the portfolio, ranked #35.
Capital Asset Advisory Services first reported a position in AVGO in Q4 2015 and has held it in 38 quarters since. The position peaked at $14.6M in Q1 2026. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.
- Capital Asset Advisory Services held 36,063 shares of Broadcom worth $13.6M as of Q2 2026.
- Capital Asset Advisory Services sold 530 Broadcom shares in Q2 2026, an estimated $213K.
- Broadcom made up 0.49% of Capital Asset Advisory Services's portfolio in Q2 2026, its #35 holding.
- Capital Asset Advisory Services first reported a position in Broadcom in Q4 2015 and has held it in 38 quarters since.
- Capital Asset Advisory Services's Broadcom position peaked at $14.6M in Q1 2026.
- 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.
Based on Capital Asset Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.