Carmel Capital Partners’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $335K | Sell |
1,214
-91
| -7% | -$25.1K | 0.12% | 109 |
|
|
2025
Q1 | $218K | Buy |
1,305
+165
| +14% | +$27.6K | 0.09% | 138 |
|
|
2024
Q4 | $264K | Buy |
+1,140
| New | +$264K | 0.11% | 124 |
|
|
2023
Q4 | – | Sell |
-4,300
| Closed | -$357K | – | 185 |
|
|
2023
Q3 | $357K | Buy |
4,300
+1,870
| +77% | +$155K | 0.16% | 99 |
|
|
2023
Q2 | $211K | Sell |
2,430
-2,440
| -50% | -$212K | 0.11% | 111 |
|
|
2023
Q1 | $312K | Sell |
4,870
-2,080
| -30% | -$133K | 0.18% | 92 |
|
|
2022
Q4 | $389K | Buy |
6,950
+1,250
| +22% | +$69.9K | 0.27% | 79 |
|
|
2022
Q3 | $253K | Hold |
5,700
| – | – | 0.24% | 93 |
|
|
2022
Q2 | $277K | Buy |
5,700
+1,050
| +23% | +$51K | 0.26% | 85 |
|
|
2022
Q1 | $293K | Hold |
4,650
| – | – | 0.24% | 86 |
|
|
2021
Q4 | $309K | Buy |
+4,650
| New | +$309K | 0.23% | 87 |
|