Stokes Family Office’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.47M | Buy |
16,229
+203
| +1% | +$56K | 0.47% | 57 |
|
2025
Q1 | $2.68M | Buy |
16,026
+1,196
| +8% | +$200K | 0.3% | 72 |
|
2024
Q4 | $3.44M | Buy |
14,830
+150
| +1% | +$34.8K | 0.37% | 64 |
|
2024
Q3 | $2.53M | Sell |
14,680
-20
| -0.1% | -$3.45K | 0.28% | 72 |
|
2024
Q2 | $2.36M | Buy |
14,700
+730
| +5% | +$117K | 0.28% | 73 |
|
2024
Q1 | $1.85M | Buy |
13,970
+1,650
| +13% | +$219K | 0.23% | 87 |
|
2023
Q4 | $1.38M | Sell |
12,320
-4,300
| -26% | -$480K | 0.19% | 96 |
|
2023
Q3 | $1.38M | Buy |
16,620
+8,160
| +96% | +$678K | 0.16% | 108 |
|
2023
Q2 | $734K | Buy |
8,460
+560
| +7% | +$48.6K | 0.08% | 149 |
|
2023
Q1 | $507K | Buy |
7,900
+370
| +5% | +$23.7K | 0.06% | 168 |
|
2022
Q4 | $421K | Buy |
7,530
+40
| +0.5% | +$2.24K | 0.05% | 183 |
|
2022
Q3 | $333K | Buy |
7,490
+2,520
| +51% | +$112K | 0.05% | 193 |
|
2022
Q2 | $242K | Sell |
4,970
-10
| -0.2% | -$487 | 0.03% | 234 |
|
2022
Q1 | $314K | Buy |
4,980
+470
| +10% | +$29.6K | 0.04% | 203 |
|
2021
Q4 | $300K | Buy |
+4,510
| New | +$300K | 0.04% | 191 |
|