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