Colonial River Investments’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.82M | Sell |
10,255
-4,170
| -29% | -$1.15M | 1.22% | 14 |
|
|
2025
Q1 | $2.42M | Buy |
14,425
+561
| +4% | +$93.9K | 1.33% | 13 |
|
|
2024
Q4 | $3.21M | Buy |
13,864
+1,099
| +9% | +$255K | 1.56% | 11 |
|
|
2024
Q3 | $2.2M | Buy |
12,765
+1,465
| +13% | +$253K | 1.09% | 22 |
|
|
2024
Q2 | $1.81M | Buy |
11,300
+830
| +8% | +$133K | 0.98% | 29 |
|
|
2024
Q1 | $1.39M | Buy |
10,470
+8,180
| +357% | +$1.08M | 0.78% | 35 |
|
|
2023
Q4 | $256K | Sell |
2,290
-7,250
| -76% | -$809K | 0.15% | 156 |
|
|
2023
Q3 | $792K | Buy |
+9,540
| New | +$792K | 0.52% | 61 |
|
|
2022
Q1 | – | Sell |
-3,660
| Closed | -$244K | – | 214 |
|
|
2021
Q4 | $244K | Buy |
+3,660
| New | +$244K | 0.13% | 186 |
|