Charter Oak Capital Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Sell |
4,302
-303
| -7% | -$83.5K | 0.1% | 66 |
|
|
2025
Q1 | $771K | Buy |
4,605
+234
| +5% | +$39.2K | 0.07% | 87 |
|
|
2024
Q4 | $1.01M | Buy |
4,371
+392
| +10% | +$90.9K | 0.09% | 71 |
|
|
2024
Q3 | $686K | Buy |
3,979
+1,609
| +68% | +$278K | 0.06% | 91 |
|
|
2024
Q2 | $381K | Buy |
2,370
+70
| +3% | +$11.2K | 0.04% | 120 |
|
|
2024
Q1 | $305K | Buy |
+2,300
| New | +$305K | 0.03% | 150 |
|
|
2022
Q3 | – | Sell |
-250
| Closed | -$12K | – | 217 |
|
|
2022
Q2 | $12K | Sell |
250
-100
| -29% | -$4.8K | ﹤0.01% | 552 |
|
|
2022
Q1 | $22K | Buy |
350
+100
| +40% | +$6.29K | ﹤0.01% | 490 |
|
|
2021
Q4 | $17K | Hold |
250
| – | – | ﹤0.01% | 532 |
|
|
2021
Q3 | $12K | Sell |
250
-10
| -4% | -$480 | ﹤0.01% | 544 |
|
|
2021
Q2 | $13K | Hold |
260
| – | – | ﹤0.01% | 527 |
|
|
2021
Q1 | $12K | Buy |
260
+10
| +4% | +$462 | ﹤0.01% | 510 |
|
|
2020
Q4 | $11K | Buy |
+250
| New | +$11K | ﹤0.01% | 488 |
|