Stillwater Capital Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $60M | Sell |
217,725
-61,973
| -22% | -$17.1M | 7.63% | 1 |
|
2025
Q1 | $46.8M | Sell |
279,698
-8,750
| -3% | -$1.47M | 6.53% | 3 |
|
2024
Q4 | $66.9M | Sell |
288,448
-2,954
| -1% | -$685K | 8.27% | 2 |
|
2024
Q3 | $50.3M | Sell |
291,402
-4,688
| -2% | -$809K | 6.5% | 3 |
|
2024
Q2 | $47.5M | Sell |
296,090
-5,470
| -2% | -$878K | 6.63% | 4 |
|
2024
Q1 | $40M | Sell |
301,560
-2,750
| -0.9% | -$364K | 5.92% | 4 |
|
2023
Q4 | $34M | Sell |
304,310
-2,880
| -0.9% | -$321K | 5.45% | 3 |
|
2023
Q3 | $25.5M | Sell |
307,190
-2,600
| -0.8% | -$216K | 4.64% | 4 |
|
2023
Q2 | $26.9M | Sell |
309,790
-1,030
| -0.3% | -$89.3K | 4.75% | 3 |
|
2023
Q1 | $19.9M | Sell |
310,820
-7,300
| -2% | -$468K | 3.87% | 5 |
|
2022
Q4 | $17.8M | Sell |
318,120
-5,440
| -2% | -$304K | 3.75% | 7 |
|
2022
Q3 | $14.4M | Sell |
323,560
-23,010
| -7% | -$1.02M | 3.28% | 10 |
|
2022
Q2 | $16.8M | Buy |
346,570
+3,740
| +1% | +$182K | 3.13% | 11 |
|
2022
Q1 | $21.6M | Sell |
342,830
-5,660
| -2% | -$356K | 3.47% | 5 |
|
2021
Q4 | $23.2M | Sell |
348,490
-7,070
| -2% | -$470K | 3.53% | 7 |
|
2021
Q3 | $17.2M | Sell |
355,560
-3,160
| -0.9% | -$153K | 2.84% | 12 |
|
2021
Q2 | $17.1M | Sell |
358,720
-860
| -0.2% | -$41K | 2.83% | 13 |
|
2021
Q1 | $16.7M | Sell |
359,580
-1,500
| -0.4% | -$69.5K | 3.02% | 9 |
|
2020
Q4 | $15.8M | Sell |
361,080
-3,650
| -1% | -$160K | 3.03% | 11 |
|
2020
Q3 | $13.3M | Sell |
364,730
-2,180
| -0.6% | -$79.4K | 2.9% | 9 |
|
2020
Q2 | $11.6M | Buy |
366,910
+5,190
| +1% | +$164K | 2.79% | 13 |
|
2020
Q1 | $8.58M | Sell |
361,720
-210
| -0.1% | -$4.98K | 2.52% | 18 |
|
2019
Q4 | $11.4M | Buy |
361,930
+2,540
| +0.7% | +$80.3K | 2.59% | 15 |
|
2019
Q3 | $9.92M | Hold |
359,390
| – | – | 2.52% | 19 |
|
2019
Q2 | $10.3M | Sell |
359,390
-36,560
| -9% | -$1.05M | 2.56% | 16 |
|
2019
Q1 | $11.9M | Buy |
+395,950
| New | +$11.9M | 2.6% | 13 |
|