Castellan Group’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-25,018
| Closed | -$4.19M | – | 38 |
|
|
2025
Q1 | $4.19M | Buy |
25,018
+12,237
| +96% | +$2.05M | 1.17% | 35 |
|
|
2024
Q4 | $2.96M | Sell |
12,781
-4,596
| -26% | -$1.07M | 1.28% | 32 |
|
|
2024
Q3 | $3M | Sell |
17,377
-1,103
| -6% | -$190K | 1.26% | 34 |
|
|
2024
Q2 | $2.97M | Sell |
18,480
-2,600
| -12% | -$417K | 1.41% | 32 |
|
|
2024
Q1 | $2.79M | Sell |
21,080
-9,220
| -30% | -$1.22M | 1.43% | 31 |
|
|
2023
Q4 | $3.38M | Buy |
30,300
+310
| +1% | +$34.6K | 2.1% | 19 |
|
|
2023
Q3 | $2.49M | Sell |
29,990
-1,990
| -6% | -$165K | 1.75% | 29 |
|
|
2023
Q2 | $2.77M | Sell |
31,980
-6,240
| -16% | -$541K | 1.77% | 21 |
|
|
2023
Q1 | $2.45M | Sell |
38,220
-5,200
| -12% | -$334K | 1.67% | 23 |
|
|
2022
Q4 | $2.43M | Sell |
43,420
-3,880
| -8% | -$217K | 1.69% | 26 |
|
|
2022
Q3 | $2.1M | Buy |
47,300
+15,180
| +47% | +$674K | 1.63% | 30 |
|
|
2022
Q2 | $1.56M | Buy |
32,120
+570
| +2% | +$27.7K | 1.24% | 42 |
|
|
2022
Q1 | $1.99M | Buy |
31,550
+6,300
| +25% | +$397K | 1.38% | 36 |
|
|
2021
Q4 | $1.68M | Sell |
25,250
-3,050
| -11% | -$203K | 1.16% | 40 |
|
|
2021
Q3 | $1.37M | Sell |
28,300
-8,700
| -24% | -$422K | 0.71% | 65 |
|
|
2021
Q2 | $1.76M | Buy |
+37,000
| New | +$1.76M | 0.74% | 39 |
|