Coastwise Capital Group’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $287K | Buy |
+1,042
| New | +$287K | 0.23% | 98 |
|
|
2025
Q1 | – | Sell |
-1,152
| Closed | -$267K | – | 123 |
|
|
2024
Q4 | $267K | Sell |
1,152
-897
| -44% | -$208K | 0.21% | 105 |
|
|
2024
Q3 | $353K | Buy |
2,049
+9
| +0.4% | +$1.55K | 0.29% | 86 |
|
|
2024
Q2 | $328K | Sell |
2,040
-50
| -2% | -$8.04K | 0.31% | 82 |
|
|
2024
Q1 | $277K | Buy |
2,090
+20
| +1% | +$2.65K | 0.26% | 90 |
|
|
2023
Q4 | $231K | Buy |
+2,070
| New | +$231K | 0.24% | 100 |
|