Costello 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 | $697K | Buy |
2,528
+38
| +2% | +$10.5K | 0.26% | 52 |
|
|
2025
Q1 | $417K | Buy |
+2,490
| New | +$417K | 0.17% | 65 |
|
|
2022
Q3 | – | Sell |
-400
| Closed | -$19K | – | 216 |
|
|
2022
Q2 | $19K | Sell |
400
-1,960
| -83% | -$93.1K | 0.02% | 133 |
|
|
2022
Q1 | $149K | Sell |
2,360
-1,990
| -46% | -$126K | 0.1% | 68 |
|
|
2021
Q4 | $289K | Sell |
4,350
-490
| -10% | -$32.6K | 0.18% | 59 |
|
|
2021
Q3 | $235K | Buy |
4,840
+20
| +0.4% | +$971 | 0.15% | 62 |
|
|
2021
Q2 | $230K | Sell |
4,820
-1,540
| -24% | -$73.5K | 0.15% | 61 |
|
|
2021
Q1 | $295K | Sell |
6,360
-2,730
| -30% | -$127K | 0.2% | 56 |
|
|
2020
Q4 | $398K | Buy |
9,090
+4,360
| +92% | +$191K | 0.3% | 48 |
|
|
2020
Q3 | $172K | Buy |
4,730
+3,270
| +224% | +$119K | 0.15% | 56 |
|
|
2020
Q2 | $46K | Buy |
+1,460
| New | +$46K | 0.05% | 92 |
|