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 |
|