Addison 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 | $1.51M | Buy |
5,496
+163
| +3% | +$44.9K | 0.38% | 56 |
|
|
2025
Q1 | $893K | Buy |
5,333
+23
| +0.4% | +$3.85K | 0.24% | 70 |
|
|
2024
Q4 | $1.23M | Buy |
5,310
+23
| +0.4% | +$5.33K | 0.34% | 62 |
|
|
2024
Q3 | $912K | Sell |
5,287
-143
| -3% | -$24.7K | 0.25% | 70 |
|
|
2024
Q2 | $872K | Buy |
5,430
+860
| +19% | +$138K | 0.28% | 68 |
|
|
2024
Q1 | $606K | Sell |
4,570
-2,280
| -33% | -$302K | 0.21% | 85 |
|
|
2023
Q4 | $765K | Buy |
6,850
+5,930
| +645% | +$662K | 0.3% | 66 |
|
|
2023
Q3 | $76.4K | Buy |
920
+150
| +19% | +$12.5K | 0.04% | 275 |
|
|
2023
Q2 | $66.8K | Buy |
770
+50
| +7% | +$4.34K | 0.03% | 284 |
|
|
2023
Q1 | $46.2K | Buy |
720
+130
| +22% | +$8.34K | 0.03% | 305 |
|
|
2022
Q4 | $33K | Buy |
590
+90
| +18% | +$5.03K | 0.02% | 324 |
|
|
2022
Q3 | $22K | Buy |
500
+140
| +39% | +$6.16K | 0.01% | 339 |
|
|
2022
Q2 | $17K | Sell |
360
-60
| -14% | -$2.83K | 0.01% | 373 |
|
|
2022
Q1 | $26K | Buy |
420
+90
| +27% | +$5.57K | 0.01% | 368 |
|
|
2021
Q4 | $22K | Buy |
330
+60
| +22% | +$4K | 0.01% | 323 |
|
|
2021
Q3 | $13K | Buy |
270
+20
| +8% | +$963 | 0.01% | 289 |
|
|
2021
Q2 | $12K | Buy |
+250
| New | +$12K | 0.01% | 288 |
|
|
2020
Q4 | $11K | Buy |
+250
| New | +$11K | 0.01% | 278 |
|