Charter Oak Capital Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.41M | Sell |
|
|||||
|
2025
Q2 | $1.19M | Sell |
|
|||||
|
2025
Q1 | $771K | Buy |
|
|||||
|
2024
Q4 | $1.01M | Buy |
|
|||||
|
2024
Q3 | $686K | Buy |
|
|||||
|
2024
Q2 | $381K | Buy |
|
|||||
|
2024
Q1 | $305K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $12K | Sell |
|
|||||
|
2022
Q1 | $22K | Buy |
|
|||||
|
2021
Q4 | $17K | Hold |
|
|||||
|
2021
Q3 | $12K | Sell |
|
|||||
|
2021
Q2 | $13K | Hold |
|
|||||
|
2021
Q1 | $12K | Buy |
|
|||||
|
2020
Q4 | $11K | Buy |
|