Pathstone Holdings’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $126M | Sell |
455,939
-21,639
| -5% | -$5.96M | 0.5% | 32 |
|
|
2025
Q1 | $80M | Buy |
477,578
+6,918
| +1% | +$1.16M | 0.35% | 49 |
|
|
2024
Q4 | $109M | Buy |
470,660
+4,867
| +1% | +$1.13M | 0.48% | 30 |
|
|
2024
Q3 | $80.3M | Sell |
465,793
-1,627
| -0.3% | -$281K | 0.36% | 44 |
|
|
2024
Q2 | $75M | Buy |
467,420
+10,780
| +2% | +$1.73M | 0.34% | 49 |
|
|
2024
Q1 | $60.5M | Buy |
456,640
+7,250
| +2% | +$961K | 0.28% | 56 |
|
|
2023
Q4 | $50.2M | Buy |
+449,390
| New | +$50.2M | 0.27% | 60 |
|