Coastal Bridge Advisors’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$5.76M Buy
2025
Q1
Sell
2024
Q4
$553K Buy
2024
Q3
$411K Sell
2024
Q2
$387K Buy
2024
Q1
$315K Hold
2023
Q4
$266K Buy
2023
Q3
Sell
2023
Q2
$206K Buy
2019
Q1
Sell
2018
Q4
$324K Hold
2018
Q3
$314K Hold
2018
Q2
$309K Hold
2018
Q1
$300K Sell
2017
Q4
$610K Buy
2017
Q3
$550K Buy
2017
Q2
$318K Buy