Evergreen Capital 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 | $16.1M | Buy |
58,390
+1,797
| +3% | +$495K | 0.48% | 49 |
|
|
2025
Q1 | $9.48M | Sell |
56,593
-6,663
| -11% | -$1.12M | 0.32% | 87 |
|
|
2024
Q4 | $14.7M | Buy |
63,256
+313
| +0.5% | +$72.6K | 0.48% | 49 |
|
|
2024
Q3 | $10.9M | Buy |
62,943
+2,013
| +3% | +$347K | 0.36% | 73 |
|
|
2024
Q2 | $9.78M | Buy |
60,930
+1,230
| +2% | +$197K | 0.35% | 78 |
|
|
2024
Q1 | $7.91M | Sell |
59,700
-2,320
| -4% | -$307K | 0.3% | 94 |
|
|
2023
Q4 | $6.92M | Buy |
62,020
+2,210
| +4% | +$247K | 0.28% | 103 |
|
|
2023
Q3 | $4.97M | Buy |
59,810
+410
| +0.7% | +$34.1K | 0.22% | 133 |
|
|
2023
Q2 | $5.15M | Buy |
59,400
+2,830
| +5% | +$245K | 0.22% | 131 |
|
|
2023
Q1 | $3.63M | Buy |
56,570
+3,710
| +7% | +$238K | 0.16% | 152 |
|
|
2022
Q4 | $2.96M | Buy |
52,860
+9,220
| +21% | +$516K | 0.14% | 176 |
|
|
2022
Q3 | $1.94M | Buy |
43,640
+6,340
| +17% | +$282K | 0.1% | 206 |
|
|
2022
Q2 | $1.81M | Sell |
37,300
-1,560
| -4% | -$75.8K | 0.09% | 205 |
|
|
2022
Q1 | $2.45M | Buy |
38,860
+1,600
| +4% | +$101K | 0.1% | 212 |
|
|
2021
Q4 | $2.48M | Buy |
37,260
+2,040
| +6% | +$136K | 0.1% | 206 |
|
|
2021
Q3 | $1.71M | Buy |
35,220
+2,500
| +8% | +$121K | 0.08% | 224 |
|
|
2021
Q2 | $1.56M | Sell |
32,720
-1,980
| -6% | -$94.4K | 0.07% | 224 |
|
|
2021
Q1 | $1.61M | Buy |
34,700
+18,780
| +118% | +$871K | 0.08% | 212 |
|
|
2020
Q4 | $697K | Buy |
15,920
+1,240
| +8% | +$54.3K | 0.04% | 254 |
|
|
2020
Q3 | $535K | Buy |
14,680
+810
| +6% | +$29.5K | 0.04% | 253 |
|
|
2020
Q2 | $438K | Sell |
13,870
-1,880
| -12% | -$59.4K | 0.03% | 256 |
|
|
2020
Q1 | $373K | Sell |
15,750
-8,110
| -34% | -$192K | 0.03% | 254 |
|
|
2019
Q4 | $754K | Buy |
23,860
+12,050
| +102% | +$381K | 0.06% | 191 |
|
|
2019
Q3 | $326K | Sell |
11,810
-4,440
| -27% | -$123K | 0.03% | 293 |
|
|
2019
Q2 | $468K | Buy |
16,250
+5,000
| +44% | +$144K | 0.04% | 234 |
|
|
2019
Q1 | $338K | Buy |
11,250
+2,000
| +22% | +$60.1K | 0.03% | 261 |
|
|
2018
Q4 | $235K | Sell |
9,250
-200
| -2% | -$5.08K | 0.02% | 314 |
|
|
2018
Q3 | $233K | Buy |
+9,450
| New | +$233K | 0.02% | 330 |
|