Cornerstone Advisory’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.96M | Buy |
7,095
+103
| +1% | +$28.4K | 0.21% | 67 |
|
|
2025
Q1 | $1.4M | Buy |
6,992
+1,754
| +33% | +$351K | 0.16% | 72 |
|
|
2024
Q4 | $1.22M | Buy |
5,238
+785
| +18% | +$183K | 0.14% | 83 |
|
|
2024
Q3 | $768K | Buy |
4,453
+193
| +5% | +$33.3K | 0.1% | 101 |
|
|
2024
Q2 | $684K | Sell |
4,260
-2,880
| -40% | -$462K | 0.1% | 103 |
|
|
2024
Q1 | $946K | Buy |
7,140
+500
| +8% | +$66.3K | 0.13% | 89 |
|
|
2023
Q4 | $741K | Sell |
6,640
-1,050
| -14% | -$117K | 0.12% | 107 |
|
|
2023
Q3 | $639K | Buy |
7,690
+140
| +2% | +$11.6K | 0.11% | 110 |
|
|
2023
Q2 | $654K | Buy |
7,550
+340
| +5% | +$29.5K | 0.12% | 116 |
|
|
2023
Q1 | $462K | Sell |
7,210
-1,270
| -15% | -$81.4K | 0.08% | 137 |
|
|
2022
Q4 | $474K | Buy |
8,480
+190
| +2% | +$10.6K | 0.09% | 128 |
|
|
2022
Q3 | $368K | Hold |
8,290
| – | – | 0.08% | 138 |
|
|
2022
Q2 | $403K | Sell |
8,290
-8,700
| -51% | -$423K | 0.09% | 126 |
|
|
2022
Q1 | $1.07M | Buy |
16,990
+3,780
| +29% | +$238K | 0.16% | 100 |
|
|
2021
Q4 | $880K | Sell |
13,210
-960
| -7% | -$64K | 0.13% | 123 |
|
|
2021
Q3 | $688K | Buy |
14,170
+1,530
| +12% | +$74.3K | 0.11% | 142 |
|
|
2021
Q2 | $603K | Buy |
12,640
+440
| +4% | +$21K | 0.1% | 144 |
|
|
2021
Q1 | $566K | Buy |
+12,200
| New | +$566K | 0.11% | 142 |
|
|
2020
Q4 | – | Sell |
-38,140
| Closed | -$1.39M | – | 207 |
|
|
2020
Q3 | $1.39M | Buy |
+38,140
| New | +$1.39M | 0.32% | 60 |
|