Fortis 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 | $13.4M | Buy |
48,590
+2,901
| +6% | +$800K | 2.08% | 8 |
|
|
2025
Q1 | $7.65M | Sell |
45,689
-770
| -2% | -$129K | 1.49% | 14 |
|
|
2024
Q4 | $10.8M | Sell |
46,459
-933
| -2% | -$216K | 1.99% | 9 |
|
|
2024
Q3 | $8.18M | Buy |
47,392
+5,422
| +13% | +$935K | 1.65% | 10 |
|
|
2024
Q2 | $6.74M | Buy |
41,970
+21,970
| +110% | +$3.53M | 1.44% | 14 |
|
|
2024
Q1 | $2.65M | Sell |
20,000
-1,700
| -8% | -$225K | 0.7% | 28 |
|
|
2023
Q4 | $2.42M | Buy |
21,700
+4,230
| +24% | +$472K | 0.62% | 31 |
|
|
2023
Q3 | $1.45M | Buy |
17,470
+1,640
| +10% | +$136K | 0.45% | 38 |
|
|
2023
Q2 | $1.37M | Sell |
15,830
-2,790
| -15% | -$242K | 0.49% | 31 |
|
|
2023
Q1 | $1.19M | Buy |
18,620
+1,530
| +9% | +$98.2K | 0.48% | 34 |
|
|
2022
Q4 | $955K | Sell |
17,090
-500
| -3% | -$28K | 0.71% | 30 |
|
|
2022
Q3 | $781K | Sell |
17,590
-520
| -3% | -$23.1K | 0.67% | 38 |
|
|
2022
Q2 | $880K | Sell |
18,110
-110
| -0.6% | -$5.35K | 0.86% | 32 |
|
|
2022
Q1 | $1.15M | Buy |
18,220
+980
| +6% | +$61.7K | 0.59% | 43 |
|
|
2021
Q4 | $1.15M | Buy |
17,240
+860
| +5% | +$57.2K | 0.59% | 37 |
|
|
2021
Q3 | $794K | Buy |
16,380
+3,270
| +25% | +$159K | 0.42% | 80 |
|
|
2021
Q2 | $625K | Buy |
13,110
+4,210
| +47% | +$201K | 0.32% | 84 |
|
|
2021
Q1 | $413K | Buy |
8,900
+2,670
| +43% | +$124K | 0.24% | 90 |
|
|
2020
Q4 | $273K | Buy |
+6,230
| New | +$273K | 0.21% | 72 |
|