Gilbert & Cook’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Buy |
4,014
+50
| +1% | +$13.8K | 0.15% | 63 |
|
|
2025
Q1 | $664K | Sell |
3,964
-350
| -8% | -$58.6K | 0.1% | 100 |
|
|
2024
Q4 | $1M | Sell |
4,314
-4,370
| -50% | -$1.01M | 0.14% | 69 |
|
|
2024
Q3 | $1.5M | Buy |
8,684
+1,184
| +16% | +$204K | 0.21% | 40 |
|
|
2024
Q2 | $1.2M | Sell |
7,500
-740
| -9% | -$119K | 0.18% | 53 |
|
|
2024
Q1 | $1.09M | Sell |
8,240
-130
| -2% | -$17.2K | 0.15% | 67 |
|
|
2023
Q4 | $934K | Buy |
8,370
+390
| +5% | +$43.5K | 0.13% | 72 |
|
|
2023
Q3 | $663K | Buy |
7,980
+620
| +8% | +$51.5K | 0.1% | 90 |
|
|
2023
Q2 | $638K | Buy |
7,360
+420
| +6% | +$36.4K | 0.1% | 86 |
|
|
2023
Q1 | $445K | Buy |
6,940
+70
| +1% | +$4.49K | 0.08% | 112 |
|
|
2022
Q4 | $384K | Buy |
6,870
+90
| +1% | +$5.03K | 0.07% | 128 |
|
|
2022
Q3 | $309K | Sell |
6,780
-70
| -1% | -$3.19K | 0.07% | 157 |
|
|
2022
Q2 | $333K | Buy |
6,850
+300
| +5% | +$14.6K | 0.06% | 147 |
|
|
2022
Q1 | $412K | Buy |
6,550
+450
| +7% | +$28.3K | 0.07% | 139 |
|
|
2021
Q4 | $406K | Buy |
6,100
+240
| +4% | +$16K | 0.07% | 141 |
|
|
2021
Q3 | $284K | Buy |
5,860
+260
| +5% | +$12.6K | 0.05% | 174 |
|
|
2021
Q2 | $267K | Buy |
5,600
+170
| +3% | +$8.11K | 0.05% | 179 |
|
|
2021
Q1 | $252K | Buy |
5,430
+580
| +12% | +$26.9K | 0.05% | 173 |
|
|
2020
Q4 | $213K | Buy |
+4,850
| New | +$213K | 0.05% | 173 |
|
|
2020
Q1 | – | Sell |
-12,190
| Closed | -$385K | – | 128 |
|
|
2019
Q4 | $385K | Buy |
12,190
+2,520
| +26% | +$79.6K | 0.09% | 78 |
|
|
2019
Q3 | $267K | Buy |
9,670
+940
| +11% | +$26K | 0.07% | 94 |
|
|
2019
Q2 | $251K | Buy |
+8,730
| New | +$251K | 0.07% | 90 |
|