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Montag & Caldwell’s Broadcom AVGO Stock Holding History

Montag & Caldwell’s Portfolio AVGO Stock Details AVGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$411K Hold
1,490
– – 0.09% 77
2025
Q1 		$249K Hold
1,490
– – 0.06% 85
2024
Q4 		$345K Hold
1,490
– – 0.07% 83
2024
Q3 		$257K Hold
1,490
– – 0.05% 84
2024
Q2 		$239K Buy
+1,490
New +$239K 0.05% 83