Stokes 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 | $17.3M | Sell |
62,629
-5,071
| -7% | -$1.4M | 4.23% | 3 |
|
|
2025
Q1 | $11.3M | Sell |
67,700
-271
| -0.4% | -$45.4K | 2.88% | 6 |
|
|
2024
Q4 | $15.8M | Sell |
67,971
-743
| -1% | -$172K | 4.07% | 2 |
|
|
2024
Q3 | $11.9M | Buy |
68,714
+734
| +1% | +$127K | 3.04% | 4 |
|
|
2024
Q2 | $10.9M | Sell |
67,980
-780
| -1% | -$125K | 3.04% | 4 |
|
|
2024
Q1 | $9.11M | Sell |
68,760
-3,390
| -5% | -$449K | 2.65% | 7 |
|
|
2023
Q4 | $8.05M | Buy |
72,150
+3,570
| +5% | +$399K | 2.55% | 9 |
|
|
2023
Q3 | $5.7M | Buy |
68,580
+1,050
| +2% | +$87.2K | 1.99% | 23 |
|
|
2023
Q2 | $5.86M | Sell |
67,530
-35,640
| -35% | -$3.09M | 1.97% | 22 |
|
|
2023
Q1 | $6.62M | Sell |
103,170
-2,330
| -2% | -$149K | 2.25% | 13 |
|
|
2022
Q4 | $5.9M | Sell |
105,500
-6,000
| -5% | -$335K | 2.03% | 24 |
|
|
2022
Q3 | $4.95M | Buy |
111,500
+3,150
| +3% | +$140K | 1.84% | 24 |
|
|
2022
Q2 | $5.26M | Buy |
108,350
+2,370
| +2% | +$115K | 1.84% | 24 |
|
|
2022
Q1 | $6.67M | Buy |
105,980
+1,350
| +1% | +$85K | 1.94% | 20 |
|
|
2021
Q4 | $6.96M | Buy |
104,630
+170
| +0.2% | +$11.3K | 2.07% | 17 |
|
|
2021
Q3 | $5.07M | Buy |
104,460
+4,070
| +4% | +$197K | 1.63% | 32 |
|
|
2021
Q2 | $4.79M | Buy |
+100,390
| New | +$4.79M | 1.57% | 32 |
|