CBA
Coastal Bridge Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.76M | Buy |
+20,893
| New | +$5.76M | 0.47% | 49 |
|
|
2025
Q1 | – | Sell |
-2,384
| Closed | -$553K | – | 272 |
|
|
2024
Q4 | $553K | Buy |
2,384
+4
| +0.2% | +$927 | 0.14% | 91 |
|
|
2024
Q3 | $411K | Buy |
2,380
+2,139
| +888% | +$369K | 0.1% | 102 |
|
|
2024
Q2 | $387K | Buy |
241
+3
| +1% | +$4.82K | 0.1% | 103 |
|
|
2024
Q1 | $315K | Hold |
238
| – | – | 0.07% | 120 |
|
|
2023
Q4 | $266K | Buy |
+238
| New | +$266K | 0.07% | 126 |
|
|
2023
Q3 | – | Sell |
-238
| Closed | -$206K | – | 173 |
|
|
2023
Q2 | $206K | Buy |
+238
| New | +$206K | 0.05% | 140 |
|
|
2019
Q1 | – | Sell |
-1,273
| Closed | -$324K | – | 130 |
|
|
2018
Q4 | $324K | Hold |
1,273
| – | – | 0.13% | 87 |
|
|
2018
Q3 | $314K | Hold |
1,273
| – | – | 0.12% | 93 |
|
|
2018
Q2 | $309K | Hold |
1,273
| – | – | 0.12% | 91 |
|
|
2018
Q1 | $300K | Sell |
1,273
-1,010
| -44% | -$238K | 0.11% | 90 |
|
|
2017
Q4 | $610K | Buy |
2,283
+17
| +0.8% | +$4.54K | 0.19% | 59 |
|
|
2017
Q3 | $550K | Buy |
2,266
+903
| +66% | +$219K | 0.18% | 61 |
|
|
2017
Q2 | $318K | Buy |
+1,363
| New | +$318K | 0.11% | 77 |
|