Cottonwood Capital Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $642K | Sell |
2,328
-361
| -13% | -$99.5K | 0.43% | 52 |
|
|
2025
Q1 | $450K | Sell |
2,689
-500
| -16% | -$83.7K | 0.33% | 65 |
|
|
2024
Q4 | $739K | Sell |
3,189
-1,056
| -25% | -$245K | 0.53% | 45 |
|
|
2024
Q3 | $732K | Sell |
4,245
-5
| -0.1% | -$863 | 0.54% | 45 |
|
|
2024
Q2 | $736K | Sell |
4,250
-820
| -16% | -$142K | 0.58% | 48 |
|
|
2024
Q1 | $664K | Sell |
5,070
-1,030
| -17% | -$135K | 0.53% | 49 |
|
|
2023
Q4 | $682K | Buy |
6,100
+2,540
| +71% | +$284K | 0.56% | 49 |
|
|
2023
Q3 | $295K | Buy |
3,560
+520
| +17% | +$43.2K | 0.28% | 76 |
|
|
2023
Q2 | $264K | Sell |
3,040
-360
| -11% | -$31.2K | 0.24% | 78 |
|
|
2023
Q1 | $218K | Sell |
3,400
-510
| -13% | -$32.7K | 0.2% | 87 |
|
|
2022
Q4 | $219K | Buy |
+3,910
| New | +$219K | 0.2% | 86 |
|
|
2022
Q2 | – | Sell |
-4,130
| Closed | -$260K | – | 94 |
|
|
2022
Q1 | $260K | Sell |
4,130
-40
| -1% | -$2.52K | 0.21% | 79 |
|
|
2021
Q4 | $277K | Buy |
+4,170
| New | +$277K | 0.21% | 83 |
|