Fidelis Capital Partners’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.1M | Buy |
49,904
+748
| +2% | +$226K | 1.37% | 15 |
|
|
2025
Q1 | $9.45M | Buy |
49,156
+188
| +0.4% | +$36.2K | 1% | 21 |
|
|
2024
Q4 | $10.7M | Buy |
48,968
+3,858
| +9% | +$840K | 1.07% | 21 |
|
|
2024
Q3 | $7.83M | Sell |
45,110
-393,270
| -90% | -$68.2M | 0.93% | 24 |
|
|
2024
Q2 | $5.97M | Buy |
438,380
+397,620
| +976% | +$5.42M | 0.85% | 26 |
|
|
2024
Q1 | $5.4M | Buy |
40,760
+9,000
| +28% | +$1.19M | 0.82% | 26 |
|
|
2023
Q4 | $3.55M | Buy |
31,760
+5,360
| +20% | +$598K | 0.78% | 26 |
|
|
2023
Q3 | $2.19M | Buy |
26,400
+800
| +3% | +$66.4K | 0.75% | 25 |
|
|
2023
Q2 | $2.22M | Buy |
25,600
+1,360
| +6% | +$118K | 0.81% | 25 |
|
|
2023
Q1 | $1.53M | Buy |
24,240
+14,090
| +139% | +$888K | 0.65% | 38 |
|
|
2022
Q4 | $586K | Buy |
+10,150
| New | +$586K | 0.69% | 45 |
|