Capital Performance Advisors’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.65M Buy
9,606
+1,321
+16% +$364K 0.52% 33
2025
Q1
$1.39M Buy
8,285
+4,677
+130% +$783K 0.3% 47
2024
Q4
$836K Buy
3,608
+922
+34% +$214K 0.27% 39
2024
Q3
$463K Buy
+2,686
New +$463K 0.14% 50