CFS Investment Advisory Services’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.68M Sell
27,848
-1,028
-4% -$283K 0.63% 39
2025
Q1
$4.84M Sell
28,876
-343
-1% -$57.4K 0.43% 51
2024
Q4
$6.77M Sell
29,219
-766
-3% -$178K 0.61% 37
2024
Q3
$5.17M Sell
29,985
-415
-1% -$71.6K 0.43% 47
2024
Q2
$4.88M Sell
30,400
-1,170
-4% -$188K 0.4% 53
2024
Q1
$4.18M Buy
31,570
+2,160
+7% +$286K 0.7% 29
2023
Q4
$3.28M Buy
29,410
+500
+2% +$55.8K 0.59% 30
2023
Q3
$2.4M Sell
28,910
-600
-2% -$49.8K 0.38% 52
2023
Q2
$2.56M Buy
29,510
+1,220
+4% +$106K 0.33% 56
2023
Q1
$1.81M Buy
28,290
+5,720
+25% +$367K 0.33% 50
2022
Q4
$1.26M Sell
22,570
-5,998,410
-100% -$335M 0.29% 55
2022
Q3
$602K Buy
+6,020,980
New +$602K 0.14% 81
2022
Q2
Sell
-1,611,980
Closed 232
2022
Q1
$0 Buy
+1,611,980
New ﹤0.01% 421