CD
Chapin Davis’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.02M | Buy |
25,452
+11,234
| +79% | +$3.1M | 1.94% | 10 |
|
|
2025
Q1 | $2.38M | Sell |
14,218
-1,195
| -8% | -$200K | 0.81% | 26 |
|
|
2024
Q4 | $2.66M | Hold |
15,413
| – | – | 0.87% | 26 |
|
|
2024
Q3 | $2.66M | Buy |
15,413
+10,640
| +223% | +$1.84M | 0.86% | 26 |
|
|
2024
Q2 | $7.66M | Buy |
4,773
+595
| +14% | +$955K | 2.62% | 5 |
|
|
2024
Q1 | $5.54M | Sell |
4,178
-312
| -7% | -$414K | 2.02% | 8 |
|
|
2023
Q4 | $5.01M | Sell |
4,490
-366
| -8% | -$409K | 2.11% | 9 |
|
|
2023
Q3 | $4.03M | Buy |
4,856
+2,587
| +114% | +$2.15M | 1.93% | 10 |
|
|
2023
Q2 | $1.97M | Buy |
2,269
+1,506
| +197% | +$1.31M | 0.93% | 22 |
|
|
2023
Q1 | $490K | Buy |
763
+101
| +15% | +$64.8K | 0.25% | 111 |
|
|
2022
Q4 | $370K | Buy |
+662
| New | +$370K | 0.21% | 119 |
|