Crescent Grove 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 | $345K | Sell |
1,251
-556
| -31% | -$153K | 0.03% | 199 |
|
2025
Q1 | $303K | Buy |
1,807
+446
| +33% | +$74.7K | 0.03% | 211 |
|
2024
Q4 | $316K | Buy |
+1,361
| New | +$316K | 0.03% | 209 |
|
2024
Q3 | – | Sell |
-1,510
| Closed | -$242K | – | 277 |
|
2024
Q2 | $242K | Buy |
+1,510
| New | +$242K | 0.03% | 243 |
|
2023
Q1 | – | Sell |
-4,950
| Closed | -$277K | – | 284 |
|
2022
Q4 | $277K | Buy |
+4,950
| New | +$277K | 0.03% | 234 |
|