CapWealth Advisors’s Broadcom AVGO Stock Holding History

CapWealth Advisors’s Portfolio AVGO Stock Details AVGO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$751K	Buy
2025 Q2	$613K	Sell
2025 Q1	$430K	Buy
2024 Q4	$574K	Buy
2024 Q3	$372K	Sell
2024 Q2	$347K	Buy
2024 Q1	$280K	Hold
2023 Q4	$236K	Buy