Isthmus 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 | $17.5M | Sell |
63,610
-264
| -0.4% | -$72.8K | 2.05% | 6 |
|
|
2025
Q1 | $10.7M | Buy |
+63,874
| New | +$10.7M | 1.34% | 39 |
|
|
2019
Q2 | – | Sell |
-569,720
| Closed | -$6.38M | – | 145 |
|
|
2019
Q1 | $6.38M | Buy |
+569,720
| New | +$6.38M | 1.55% | 36 |
|
|
2018
Q4 | – | Sell |
-320
| Closed | -$8K | – | 144 |
|
|
2018
Q3 | $8K | Hold |
320
| – | – | ﹤0.01% | 247 |
|
|
2018
Q2 | $8K | Hold |
320
| – | – | ﹤0.01% | 237 |
|
|
2018
Q1 | $8K | Sell |
320
-200
| -38% | -$5K | ﹤0.01% | 232 |
|
|
2017
Q4 | $13K | Hold |
520
| – | – | ﹤0.01% | 229 |
|
|
2017
Q3 | $13K | Buy |
520
+200
| +63% | +$5K | ﹤0.01% | 237 |
|
|
2017
Q2 | $7K | Hold |
320
| – | – | ﹤0.01% | 262 |
|
|
2017
Q1 | $7K | Hold |
320
| – | – | ﹤0.01% | 267 |
|
|
2016
Q4 | $6K | Buy |
+320
| New | +$6K | ﹤0.01% | 271 |
|