Cary Street Partners Investment Advisory’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.6M | Buy |
13,059
+1,521
| +13% | +$419K | 1.74% | 7 |
|
|
2025
Q1 | $1.93M | Sell |
11,538
-3
| -0% | -$502 | 1.11% | 14 |
|
|
2024
Q4 | $2.68M | Sell |
11,541
-43,395
| -79% | -$10.1M | 1.76% | 8 |
|
|
2024
Q3 | $9.48M | Buy |
54,936
+366
| +0.7% | +$63.1K | 0.35% | 72 |
|
|
2024
Q2 | $8.76M | Sell |
54,570
-2,170
| -4% | -$348K | 0.35% | 69 |
|
|
2024
Q1 | $7.52M | Sell |
56,740
-3,030
| -5% | -$402K | 0.32% | 87 |
|
|
2023
Q4 | $6.67M | Buy |
59,770
+7,240
| +14% | +$808K | 0.32% | 87 |
|
|
2023
Q3 | $4.36M | Buy |
52,530
+1,620
| +3% | +$135K | 0.23% | 117 |
|
|
2023
Q2 | $4.42M | Sell |
50,910
-5,290
| -9% | -$459K | 0.28% | 98 |
|
|
2023
Q1 | $3.61M | Buy |
56,200
+2,760
| +5% | +$177K | 0.26% | 97 |
|
|
2022
Q4 | $2.99M | Buy |
53,440
+1,940
| +4% | +$108K | 0.22% | 119 |
|
|
2022
Q3 | $2.29M | Buy |
51,500
+6,550
| +15% | +$291K | 0.19% | 132 |
|
|
2022
Q2 | $2.18M | Buy |
44,950
+39,150
| +675% | +$1.9M | 0.19% | 134 |
|
|
2022
Q1 | $365K | Sell |
5,800
-2,990
| -34% | -$188K | 0.1% | 183 |
|
|
2021
Q4 | $585K | Buy |
8,790
+70
| +0.8% | +$4.66K | 0.16% | 137 |
|
|
2021
Q3 | $423K | Sell |
8,720
-20
| -0.2% | -$970 | 0.14% | 151 |
|
|
2021
Q2 | $417K | Sell |
8,740
-820
| -9% | -$39.1K | 0.13% | 154 |
|
|
2021
Q1 | $443K | Buy |
9,560
+2,070
| +28% | +$95.9K | 0.18% | 130 |
|
|
2020
Q4 | $328K | Sell |
7,490
-1,310
| -15% | -$57.4K | 0.06% | 240 |
|
|
2020
Q3 | $321K | Buy |
+8,800
| New | +$321K | 0.07% | 216 |
|