Copperwynd Financial’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.94M | Buy |
21,558
+680
| +3% | +$187K | 1.48% | 17 |
|
|
2025
Q1 | $3.5M | Buy |
20,878
+2,527
| +14% | +$423K | 0.96% | 19 |
|
|
2024
Q4 | $4.25M | Buy |
18,351
+995
| +6% | +$231K | 1.17% | 18 |
|
|
2024
Q3 | $2.99M | Sell |
17,356
-124,504
| -88% | -$21.5M | 0.9% | 18 |
|
|
2024
Q2 | $2.28M | Buy |
141,860
+128,370
| +952% | +$2.06M | 0.74% | 24 |
|
|
2024
Q1 | $1.79M | Buy |
13,490
+1,530
| +13% | +$203K | 0.64% | 29 |
|
|
2023
Q4 | $1.34M | Buy |
+11,960
| New | +$1.34M | 0.53% | 34 |
|
|
2023
Q3 | – | Sell |
-23,560
| Closed | -$2.04M | – | 130 |
|
|
2023
Q2 | $2.04M | Buy |
+23,560
| New | +$2.04M | 0.95% | 22 |
|
|
2022
Q2 | – | Sell |
-29,040
| Closed | -$1.83M | – | 120 |
|
|
2022
Q1 | $1.83M | Sell |
29,040
-1,900
| -6% | -$120K | 0.76% | 30 |
|
|
2021
Q4 | $2.06M | Buy |
30,940
+1,010
| +3% | +$67.2K | 0.78% | 19 |
|
|
2021
Q3 | $1.45M | Buy |
29,930
+90
| +0.3% | +$4.36K | 0.6% | 27 |
|
|
2021
Q2 | $1.42M | Buy |
29,840
+450
| +2% | +$21.5K | 0.6% | 30 |
|
|
2021
Q1 | $1.36M | Sell |
29,390
-1,250
| -4% | -$58K | 0.61% | 26 |
|
|
2020
Q4 | $1.34M | Sell |
30,640
-770
| -2% | -$33.7K | 0.65% | 27 |
|
|
2020
Q3 | $1.14M | Sell |
31,410
-1,150
| -4% | -$41.9K | 0.61% | 28 |
|
|
2020
Q2 | $1.03M | Buy |
+32,560
| New | +$1.03M | 0.59% | 26 |
|