Fort Point 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 | $4.76M | Buy |
17,278
+237
| +1% | +$65.3K | 0.34% | 41 |
|
|
2025
Q1 | $2.85M | Sell |
17,041
-158
| -0.9% | -$26.5K | 0.31% | 61 |
|
|
2024
Q4 | $3.99M | Sell |
17,199
-529
| -3% | -$123K | 0.43% | 44 |
|
|
2024
Q3 | $3.06M | Buy |
17,728
+2,178
| +14% | +$376K | 0.38% | 47 |
|
|
2024
Q2 | $2.5M | Buy |
15,550
+5,820
| +60% | +$934K | 0.32% | 50 |
|
|
2024
Q1 | $1.29M | Sell |
9,730
-290
| -3% | -$38.4K | 0.17% | 91 |
|
|
2023
Q4 | $1.12M | Buy |
10,020
+230
| +2% | +$25.7K | 0.16% | 89 |
|
|
2023
Q3 | $813K | Sell |
9,790
-980
| -9% | -$81.4K | 0.12% | 101 |
|
|
2023
Q2 | $934K | Sell |
10,770
-1,010
| -9% | -$87.6K | 0.13% | 93 |
|
|
2023
Q1 | $756K | Buy |
11,780
+10
| +0.1% | +$642 | 0.11% | 118 |
|
|
2022
Q4 | $658K | Sell |
11,770
-2,100
| -15% | -$117K | 0.1% | 129 |
|
|
2022
Q3 | $616K | Sell |
13,870
-20
| -0.1% | -$888 | 0.1% | 128 |
|
|
2022
Q2 | $675K | Buy |
13,890
+80
| +0.6% | +$3.89K | 0.11% | 123 |
|
|
2022
Q1 | $870K | Sell |
13,810
-680
| -5% | -$42.8K | 0.12% | 110 |
|
|
2021
Q4 | $964K | Sell |
14,490
-950
| -6% | -$63.2K | 0.13% | 99 |
|
|
2021
Q3 | $749K | Buy |
+15,440
| New | +$749K | 0.11% | 101 |
|
|
2020
Q4 | – | Sell |
-7,820
| Closed | -$285K | – | 143 |
|
|
2020
Q3 | $285K | Sell |
7,820
-4,280
| -35% | -$156K | 0.07% | 103 |
|
|
2020
Q2 | $382K | Buy |
+12,100
| New | +$382K | 0.12% | 79 |
|
|
2018
Q3 | – | Sell |
-29,660
| Closed | -$720K | – | 148 |
|
|
2018
Q2 | $720K | Buy |
+29,660
| New | +$720K | 0.24% | 49 |
|
|
2017
Q4 | – | Sell |
-30,780
| Closed | -$747K | – | 141 |
|
|
2017
Q3 | $747K | Buy |
+30,780
| New | +$747K | 0.36% | 45 |
|
|
2016
Q4 | – | Sell |
-280,980
| Closed | -$4.85M | – | 109 |
|
|
2016
Q3 | $4.85M | Sell |
280,980
-90,300
| -24% | -$1.56M | 2.19% | 10 |
|
|
2016
Q2 | $5.77M | Buy |
+371,280
| New | +$5.77M | 2.8% | 10 |
|
|
2016
Q1 | – | Sell |
-80,000
| Closed | -$1.16M | – | 119 |
|
|
2015
Q4 | $1.16M | Buy |
80,000
+40,000
| +100% | +$581K | 0.59% | 38 |
|
|
2015
Q3 | $500K | Buy |
+40,000
| New | +$500K | 0.31% | 47 |
|