Capstone Capital’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$305K Sell
1,107
-165
-13% -$45.5K 0.22% 16
2025
Q1
$213K Sell
1,272
-253
-17% -$42.4K 0.17% 22
2024
Q4
$354K Sell
1,525
-319
-17% -$74K 0.29% 15
2024
Q3
$318K Sell
1,844
-6
-0.3% -$1.04K 0.26% 16
2024
Q2
$297K Sell
1,850
-20
-1% -$3.21K 0.27% 16
2024
Q1
$248K Sell
1,870
-10
-0.5% -$1.33K 0.21% 17
2023
Q4
$210K Buy
+1,880
New +$210K 0.21% 18