Northcape Wealth 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 | $3.19M | Buy |
11,561
+7,497
| +184% | +$2.07M | 0.97% | 35 |
|
|
2025
Q1 | $680K | Sell |
4,064
-190
| -4% | -$31.8K | 0.22% | 80 |
|
|
2024
Q4 | $986K | Sell |
4,254
-100
| -2% | -$23.2K | 0.32% | 69 |
|
|
2024
Q3 | $751K | Buy |
4,354
+104
| +2% | +$17.9K | 0.25% | 79 |
|
|
2024
Q2 | $683K | Sell |
4,250
-1,180
| -22% | -$190K | 0.25% | 79 |
|
|
2024
Q1 | $720K | Sell |
5,430
-870
| -14% | -$115K | 0.26% | 78 |
|
|
2023
Q4 | $704K | Sell |
6,300
-470
| -7% | -$52.5K | 0.26% | 80 |
|
|
2023
Q3 | $563K | Sell |
6,770
-1,370
| -17% | -$114K | 0.22% | 88 |
|
|
2023
Q2 | $706K | Sell |
8,140
-430
| -5% | -$37.3K | 0.25% | 82 |
|
|
2023
Q1 | $550K | Buy |
+8,570
| New | +$550K | 0.2% | 91 |
|
|
2022
Q4 | – | Sell |
-5,660
| Closed | -$251K | – | 77 |
|
|
2022
Q3 | $251K | Buy |
5,660
+530
| +10% | +$23.5K | 0.09% | 125 |
|
|
2022
Q2 | $249K | Buy |
5,130
+220
| +4% | +$10.7K | 0.1% | 110 |
|
|
2022
Q1 | $309K | Buy |
4,910
+290
| +6% | +$18.3K | 0.09% | 122 |
|
|
2021
Q4 | $307K | Buy |
+4,620
| New | +$307K | 0.1% | 104 |
|