Stableford Capital II’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.05M Sell
3,602
-1,003
-22% -$291K 0.39% 68
2025
Q1
$787K Sell
4,605
-942
-17% -$161K 0.33% 83
2024
Q4
$1.29M Sell
5,547
-81
-1% -$18.8K 0.51% 47
2024
Q3
$1.02M Sell
5,628
-56,702
-91% -$10.3M 0.41% 74
2024
Q2
$972K Buy
62,330
+54,950
+745% +$857K 0.38% 84
2024
Q1
$978K Sell
7,380
-1,090
-13% -$144K 0.39% 65
2023
Q4
$932K Sell
8,470
-1,430
-14% -$157K 0.4% 60
2023
Q3
$818K Buy
9,900
+150
+2% +$12.4K 0.38% 59
2023
Q2
$822K Buy
+9,750
New +$822K 0.36% 69