Cobblestone Capital Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Buy |
4,797
+34
| +0.7% | +$9.37K | 0.07% | 118 |
|
|
2025
Q1 | $797K | Sell |
4,763
-599
| -11% | -$100K | 0.04% | 154 |
|
|
2024
Q4 | $1.24M | Buy |
5,362
+137
| +3% | +$31.8K | 0.07% | 118 |
|
|
2024
Q3 | $901K | Buy |
5,225
+445
| +9% | +$76.8K | 0.05% | 141 |
|
|
2024
Q2 | $767K | Buy |
4,780
+250
| +6% | +$40.1K | 0.05% | 143 |
|
|
2024
Q1 | $600K | Hold |
4,530
| – | – | 0.04% | 159 |
|
|
2023
Q4 | $506K | Buy |
+4,530
| New | +$506K | 0.03% | 173 |
|