Capstone Triton Financial Group’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2M | Buy |
+7,242
| New | +$2M | 1.45% | 20 |
|
|
2024
Q4 | $1.36M | Buy |
5,873
+87
| +2% | +$20.2K | 0.85% | 40 |
|
|
2024
Q3 | $998K | Buy |
5,786
+26
| +0.5% | +$4.49K | 0.64% | 57 |
|
|
2024
Q2 | $925K | Buy |
5,760
+520
| +10% | +$83.5K | 0.65% | 55 |
|
|
2024
Q1 | $695K | Buy |
5,240
+1,230
| +31% | +$163K | 0.49% | 64 |
|
|
2023
Q4 | $448K | Sell |
4,010
-290
| -7% | -$32.4K | 0.33% | 72 |
|
|
2023
Q3 | $357K | Buy |
4,300
+1,580
| +58% | +$131K | 0.26% | 75 |
|
|
2023
Q2 | $236K | Buy |
+2,720
| New | +$236K | 0.16% | 93 |
|
|
2021
Q1 | – | Sell |
-240
| Closed | -$11K | – | 135 |
|
|
2020
Q4 | $11K | Buy |
+240
| New | +$11K | 0.01% | 335 |
|