Carmel Capital Management’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$42.9M Sell
155,660
-70
-0% -$19.3K 14.47% 2
2025
Q1
$26.1M Sell
155,730
-11,845
-7% -$1.98M 10.59% 2
2024
Q4
$38.9M Sell
167,575
-5,505
-3% -$1.28M 14.68% 1
2024
Q3
$29.9M Sell
173,080
-2,340
-1% -$404K 11.2% 2
2024
Q2
$28.2M Sell
175,420
-10,870
-6% -$1.75M 10.97% 1
2024
Q1
$24.7M Sell
186,290
-20,060
-10% -$2.66M 10.14% 1
2023
Q4
$23M Sell
206,350
-30,430
-13% -$3.4M 11.06% 1
2023
Q3
$19.7M Sell
236,780
-3,270
-1% -$272K 11.14% 1
2023
Q2
$20.8M Buy
240,050
+280
+0.1% +$24.3K 10.82% 1
2023
Q1
$15.4M Buy
239,770
+2,600
+1% +$167K 8.8% 1
2022
Q4
$13.3M Buy
237,170
+1,420
+0.6% +$79.4K 8.18% 1
2022
Q3
$10.5M Buy
235,750
+1,950
+0.8% +$86.6K 6.84% 2
2022
Q2
$11.4M Buy
233,800
+3,200
+1% +$155K 7.04% 1
2022
Q1
$14.5M Buy
230,600
+3,950
+2% +$249K 7.56% 1
2021
Q4
$15.1M Buy
+226,650
New +$15.1M 7.4% 1