Stamos Capital Partners’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.72M | Sell |
17,114
-1,997
| -10% | -$550K | 0.85% | 35 |
|
|
2025
Q1 | $3.2M | Buy |
19,111
+8,401
| +78% | +$1.41M | 0.84% | 31 |
|
|
2024
Q4 | $2.48M | Sell |
10,710
-4,970
| -32% | -$1.15M | 0.58% | 48 |
|
|
2024
Q3 | $2.7M | Buy |
15,680
+5,980
| +62% | +$1.03M | 0.64% | 42 |
|
|
2024
Q2 | $1.56M | Sell |
9,700
-3,100
| -24% | -$498K | 0.33% | 74 |
|
|
2024
Q1 | $1.7M | Buy |
12,800
+1,500
| +13% | +$199K | 0.39% | 63 |
|
|
2023
Q4 | $1.26M | Sell |
11,300
-31,000
| -73% | -$3.46M | 0.34% | 67 |
|
|
2023
Q3 | $3.51M | Buy |
42,300
+5,900
| +16% | +$490K | 0.78% | 33 |
|
|
2023
Q2 | $3.16M | Sell |
36,400
-13,000
| -26% | -$1.13M | 0.74% | 42 |
|
|
2023
Q1 | $3.17M | Buy |
49,400
+1,200
| +2% | +$77K | 0.82% | 34 |
|
|
2022
Q4 | $2.7M | Buy |
48,200
+34,950
| +264% | +$1.95M | 0.85% | 36 |
|
|
2022
Q3 | $588K | Sell |
13,250
-7,800
| -37% | -$346K | 0.15% | 111 |
|
|
2022
Q2 | $1.02M | Buy |
21,050
+5,750
| +38% | +$279K | 0.31% | 67 |
|
|
2022
Q1 | $963K | Buy |
+15,300
| New | +$963K | 0.32% | 59 |
|