CSM 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 | $21M | Buy |
76,280
+790
| +1% | +$218K | 0.61% | 46 |
|
|
2025
Q1 | $12.6M | Sell |
75,490
-13,725
| -15% | -$2.3M | 0.69% | 31 |
|
|
2024
Q4 | $20.7M | Sell |
89,215
-2,330
| -3% | -$540K | 0.97% | 23 |
|
|
2024
Q3 | $15.8M | Sell |
91,545
-3,765
| -4% | -$650K | 1.03% | 32 |
|
|
2024
Q2 | $15.3M | Sell |
95,310
-3,990
| -4% | -$641K | 1.08% | 24 |
|
|
2024
Q1 | $13.2M | Sell |
99,300
-2,120
| -2% | -$281K | 0.86% | 33 |
|
|
2023
Q4 | $11.3M | Buy |
+101,420
| New | +$11.3M | 0.82% | 32 |
|