Capstone Financial 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
$1.2M Buy
4,369
+2,547
+140% +$702K 0.07% 56
2025
Q1
$305K Sell
1,822
-1,215
-40% -$203K 0.02% 111
2024
Q4
$704K Buy
+3,037
New +$704K 0.04% 76
2024
Q3
Sell
-1,810
Closed -$291K 158
2024
Q2
$291K Buy
+1,810
New +$291K 0.02% 117