CA
CapWealth Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $613K | Sell |
2,224
-344
| -13% | -$94.8K | 0.06% | 70 |
|
|
2025
Q1 | $430K | Buy |
2,568
+94
| +4% | +$15.7K | 0.05% | 74 |
|
|
2024
Q4 | $574K | Buy |
2,474
+319
| +15% | +$74K | 0.06% | 69 |
|
|
2024
Q3 | $372K | Buy |
2,155
+1,939
| +898% | +$334K | 0.04% | 80 |
|
|
2024
Q2 | $347K | Buy |
216
+5
| +2% | +$8.03K | 0.04% | 75 |
|
|
2024
Q1 | $280K | Hold |
211
| – | – | 0.03% | 86 |
|
|
2023
Q4 | $236K | Buy |
+211
| New | +$236K | 0.03% | 93 |
|