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 |
|