CM
Caption Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.38M | Buy |
+19,500
| New | +$5.38M | 0.06% | 39 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 566 |
|
|
2024
Q4 | – | Sell |
-110,800
| Closed | -$19.1M | – | 551 |
|
|
2024
Q3 | $19.1M | Buy |
+110,800
| New | +$19.1M | 0.31% | 5 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 443 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 384 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 516 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 551 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 587 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 212 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 163 |
|