Castleview Partners’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-299
| Closed | -$69.4K | – | 203 |
|
|
2024
Q4 | $69.4K | Buy |
299
+152
| +103% | +$35.3K | 0.04% | 290 |
|
|
2024
Q3 | $25.4K | Buy |
147
+17
| +13% | +$2.93K | 0.01% | 410 |
|
|
2024
Q2 | $20.9K | Buy |
130
+90
| +225% | +$14.5K | 0.01% | 434 |
|
|
2024
Q1 | $5.3K | Hold |
40
| – | – | ﹤0.01% | 625 |
|
|
2023
Q4 | $4.47K | Hold |
40
| – | – | ﹤0.01% | 593 |
|
|
2023
Q3 | $3.32K | Sell |
40
-210
| -84% | -$17.4K | ﹤0.01% | 516 |
|
|
2023
Q2 | $21.4K | Buy |
250
+10
| +4% | +$855 | 0.02% | 350 |
|
|
2023
Q1 | $15.7K | Hold |
240
| – | – | 0.01% | 370 |
|
|
2022
Q4 | $13.6K | Buy |
240
+200
| +500% | +$11.3K | 0.01% | 330 |
|
|
2022
Q3 | $2K | Sell |
40
-7,610
| -99% | -$381K | ﹤0.01% | 522 |
|
|
2022
Q2 | $44.6K | Buy |
7,650
+7,610
| +19,025% | +$44.4K | 0.04% | 320 |
|
|
2022
Q1 | $2K | Buy |
+40
| New | +$2K | ﹤0.01% | 630 |
|
|
2021
Q2 | $8K | Buy |
+160
| New | +$8K | ﹤0.01% | 731 |
|