Capital Square’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$453K Sell
1,652
-6
-0.4% -$1.65K 0.24% 105
2025
Q1
$278K Sell
1,658
-83
-5% -$13.9K 0.16% 136
2024
Q4
$426K Buy
1,741
+153
+10% +$37.4K 0.24% 106
2024
Q3
$274K Sell
1,588
-11,602
-88% -$2M 0.17% 125
2024
Q2
$213K Buy
+13,190
New +$213K 0.14% 137
2020
Q2
Sell
-1,660
Closed -$39K 149
2020
Q1
$39K Buy
+1,660
New +$39K 0.05% 228