Cottonwood Capital Advisors’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$237K Sell
2025
Q2
$642K Sell
2025
Q1
$450K Sell
2024
Q4
$739K Sell
2024
Q3
$732K Sell
2024
Q2
$736K Sell
2024
Q1
$664K Sell
2023
Q4
$682K Buy
2023
Q3
$295K Buy
2023
Q2
$264K Sell
2023
Q1
$218K Sell
2022
Q4
$219K Buy
2022
Q2
Sell
2022
Q1
$260K Sell
2021
Q4
$277K Buy