Per Stirling Capital 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 | $715K | Buy |
2,593
+250
| +11% | +$68.9K | 0.09% | 133 |
|
2025
Q1 | $392K | Buy |
2,343
+375
| +19% | +$62.8K | 0.06% | 187 |
|
2024
Q4 | $456K | Sell |
1,968
-207
| -10% | -$48K | 0.06% | 176 |
|
2024
Q3 | $375K | Sell |
2,175
-1,975
| -48% | -$341K | 0.05% | 208 |
|
2024
Q2 | $667K | Sell |
4,150
-1,660
| -29% | -$267K | 0.11% | 129 |
|
2024
Q1 | $770K | Buy |
5,810
+210
| +4% | +$27.8K | 0.13% | 106 |
|
2023
Q4 | $625K | Buy |
5,600
+110
| +2% | +$12.3K | 0.11% | 113 |
|
2023
Q3 | $456K | Buy |
5,490
+300
| +6% | +$24.9K | 0.09% | 131 |
|
2023
Q2 | $450K | Sell |
5,190
-290
| -5% | -$25.1K | 0.09% | 130 |
|
2023
Q1 | $351K | Sell |
5,480
-1,710
| -24% | -$110K | 0.08% | 141 |
|
2022
Q4 | $402K | Buy |
+7,190
| New | +$402K | 0.07% | 142 |
|