Valley Brook Capital Group’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.46M | Sell |
16,191
-875
| -5% | -$241K | 3.34% | 6 |
|
|
2025
Q1 | $2.86M | Sell |
17,066
-184
| -1% | -$30.8K | 2.24% | 9 |
|
|
2024
Q4 | $4M | Sell |
17,250
-1,505
| -8% | -$349K | 2.99% | 7 |
|
|
2024
Q3 | $3.24M | Buy |
18,755
+355
| +2% | +$61.2K | 2.32% | 9 |
|
|
2024
Q2 | $2.95M | Buy |
18,400
+1,150
| +7% | +$185K | 2.3% | 9 |
|
|
2024
Q1 | $2.29M | Buy |
17,250
+900
| +6% | +$119K | 1.83% | 11 |
|
|
2023
Q4 | $1.83M | Buy |
16,350
+600
| +4% | +$67K | 1.59% | 14 |
|
|
2023
Q3 | $1.31M | Buy |
15,750
+1,050
| +7% | +$87.2K | 1.29% | 22 |
|
|
2023
Q2 | $1.28M | Sell |
14,700
-1,650
| -10% | -$143K | 1.18% | 25 |
|
|
2023
Q1 | $1.05M | Buy |
16,350
+850
| +5% | +$54.5K | 0.97% | 32 |
|
|
2022
Q4 | $867K | Buy |
15,500
+600
| +4% | +$33.5K | 0.83% | 35 |
|
|
2022
Q3 | $661K | Buy |
14,900
+850
| +6% | +$37.7K | 0.72% | 44 |
|
|
2022
Q2 | $682K | Sell |
14,050
-450
| -3% | -$21.8K | 0.7% | 44 |
|
|
2022
Q1 | $913K | Buy |
14,500
+2,350
| +19% | +$148K | 0.79% | 38 |
|
|
2021
Q4 | $808K | Buy |
12,150
+500
| +4% | +$33.3K | 0.7% | 42 |
|
|
2021
Q3 | $564K | Buy |
11,650
+900
| +8% | +$43.6K | 0.56% | 55 |
|
|
2021
Q2 | $512K | Buy |
10,750
+3,390
| +46% | +$161K | 0.49% | 58 |
|
|
2021
Q1 | $341K | Buy |
7,360
+610
| +9% | +$28.3K | 0.31% | 71 |
|
|
2020
Q4 | $295K | Buy |
+6,750
| New | +$295K | 0.29% | 74 |
|