Capital Investment Services of America’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $265K | Buy |
+960
| New | +$265K | 0.02% | 76 |
|
2025
Q1 | – | Sell |
-960
| Closed | -$223K | – | 78 |
|
2024
Q4 | $223K | Sell |
960
-790
| -45% | -$183K | 0.02% | 75 |
|
2024
Q3 | $302K | Hold |
1,750
| – | – | 0.03% | 68 |
|
2024
Q2 | $281K | Hold |
1,750
| – | – | 0.03% | 68 |
|
2024
Q1 | $232K | Buy |
+1,750
| New | +$232K | 0.02% | 70 |
|
2022
Q2 | – | Sell |
-3,500
| Closed | -$233K | – | 72 |
|
2022
Q1 | $233K | Hold |
3,500
| – | – | 0.02% | 76 |
|
2021
Q4 | $233K | Buy |
+3,500
| New | +$233K | 0.02% | 76 |
|