CAS
Coppell Advisory Solutions’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.4M | Buy |
53,418
+1,856
| +4% | +$500K | 1.71% | 12 |
|
|
2025
Q1 | $9.86M | Sell |
51,562
-41,067
| -44% | -$7.85M | 1.37% | 14 |
|
|
2024
Q4 | $21.7M | Buy |
92,629
+86,884
| +1,512% | +$20.3M | 3.03% | 4 |
|
|
2024
Q3 | $992K | Buy |
5,745
+5,112
| +808% | +$883K | 0.15% | 123 |
|
|
2024
Q2 | $1.02M | Buy |
+633
| New | +$1.02M | 0.17% | 110 |
|
|
2023
Q4 | $8.44M | Buy |
7,559
+4,366
| +137% | +$4.87M | 1.68% | 8 |
|
|
2023
Q3 | $1.79M | Buy |
3,193
+2,878
| +914% | +$1.61M | 0.61% | 41 |
|
|
2023
Q2 | $272K | Sell |
315
-96
| -23% | -$82.9K | 0.08% | 156 |
|
|
2023
Q1 | $261K | Sell |
411
-2,782
| -87% | -$1.76M | 0.09% | 171 |
|
|
2022
Q4 | $1.79M | Buy |
+3,193
| New | +$1.79M | 0.6% | 42 |
|
|
2020
Q4 | $263K | Buy |
+600
| New | +$263K | 0.13% | 138 |
|