Columbia Asset Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.2M | Sell |
55,155
-3,023
| -5% | -$833K | 2.99% | 6 |
|
|
2025
Q1 | $9.74M | Sell |
58,178
-5,729
| -9% | -$959K | 1.91% | 8 |
|
|
2024
Q4 | $14.8M | Sell |
63,907
-5,241
| -8% | -$1.22M | 2.71% | 7 |
|
|
2024
Q3 | $11.9M | Sell |
69,148
-4,522
| -6% | -$780K | 2.08% | 9 |
|
|
2024
Q2 | $11.8M | Sell |
73,670
-4,590
| -6% | -$737K | 2.21% | 9 |
|
|
2024
Q1 | $8.74M | Hold |
78,260
| – | – | 1.77% | 12 |
|
|
2023
Q4 | $8.74M | Sell |
78,260
-3,340
| -4% | -$373K | 1.77% | 12 |
|
|
2023
Q3 | $6.78M | Buy |
81,600
+70
| +0.1% | +$5.81K | 1.5% | 14 |
|
|
2023
Q2 | $7.07M | Buy |
81,530
+590
| +0.7% | +$51.2K | 1.5% | 15 |
|
|
2023
Q1 | $5.19M | Buy |
80,940
+3,210
| +4% | +$206K | 1.17% | 26 |
|
|
2022
Q4 | $4.35M | Sell |
77,730
-600
| -0.8% | -$33.5K | 1.06% | 31 |
|
|
2022
Q3 | $3.48M | Buy |
78,330
+80
| +0.1% | +$3.55K | 0.91% | 34 |
|
|
2022
Q2 | $3.8M | Buy |
+78,250
| New | +$3.8M | 0.96% | 36 |
|
|
2021
Q4 | $5.89M | Buy |
88,560
+490
| +0.6% | +$32.6K | 1.19% | 21 |
|
|
2021
Q3 | $4.27M | Buy |
88,070
+530
| +0.6% | +$25.7K | 0.93% | 37 |
|
|
2021
Q2 | $4.17M | Buy |
87,540
+2,850
| +3% | +$136K | 0.93% | 39 |
|
|
2021
Q1 | $3.93M | Buy |
84,690
+8,590
| +11% | +$398K | 0.71% | 41 |
|
|
2020
Q4 | $3.33M | Buy |
76,100
+15,500
| +26% | +$679K | 0.67% | 45 |
|
|
2020
Q3 | $2.21M | Buy |
60,600
+10,650
| +21% | +$388K | 0.51% | 51 |
|
|
2020
Q2 | $1.58M | Buy |
49,950
+7,360
| +17% | +$232K | 0.38% | 59 |
|
|
2020
Q1 | $1.01M | Buy |
42,590
+5,500
| +15% | +$130K | 0.25% | 70 |
|
|
2019
Q4 | $11.7K | Sell |
37,090
-500
| -1% | -$158 | 0.28% | 75 |
|
|
2019
Q3 | $1.04M | Sell |
37,590
-7,650
| -17% | -$211K | 0.27% | 78 |
|
|
2019
Q2 | $1.3M | Sell |
45,240
-4,650
| -9% | -$134K | 0.34% | 67 |
|
|
2019
Q1 | $1.5M | Sell |
49,890
-830
| -2% | -$25K | 0.4% | 57 |
|
|
2018
Q4 | $1.29M | Sell |
50,720
-3,880
| -7% | -$98.7K | 0.39% | 58 |
|
|
2018
Q3 | $1.35M | Buy |
+54,600
| New | +$1.35M | 0.35% | 66 |
|