Cassia 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 | $1.49M | Sell |
5,413
-128
| -2% | -$35.3K | 0.9% | 20 |
|
|
2025
Q1 | $928K | Buy |
5,541
+1,624
| +41% | +$272K | 0.58% | 45 |
|
|
2024
Q4 | $908K | Buy |
+3,917
| New | +$908K | 0.58% | 37 |
|
|
2021
Q4 | – | Sell |
-56,970
| Closed | -$2.76M | – | 73 |
|
|
2021
Q3 | $2.76M | Buy |
+56,970
| New | +$2.76M | 1.9% | 9 |
|