Adero Partners’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $723K | Buy |
4,317
+1,253
| +41% | +$210K | 0.05% | 103 |
|
|
2024
Q4 | $710K | Buy |
3,064
+141
| +5% | +$32.7K | 0.05% | 101 |
|
|
2024
Q3 | $504K | Buy |
2,923
+243
| +9% | +$41.9K | 0.03% | 121 |
|
|
2024
Q2 | $430K | Sell |
2,680
-310
| -10% | -$49.8K | 0.03% | 129 |
|
|
2024
Q1 | $396K | Buy |
2,990
+170
| +6% | +$22.5K | 0.03% | 131 |
|
|
2023
Q4 | $315K | Sell |
2,820
-1,390
| -33% | -$155K | 0.03% | 145 |
|
|
2023
Q3 | $350K | Buy |
4,210
+970
| +30% | +$80.6K | 0.03% | 129 |
|
|
2023
Q2 | $281K | Buy |
+3,240
| New | +$281K | 0.03% | 136 |
|
|
2021
Q4 | – | Sell |
-5,270
| Closed | -$256K | – | 156 |
|
|
2021
Q3 | $256K | Hold |
5,270
| – | – | 0.05% | 132 |
|
|
2021
Q2 | $251K | Buy |
5,270
+600
| +13% | +$28.6K | 0.06% | 123 |
|
|
2021
Q1 | $217K | Buy |
+4,670
| New | +$217K | 0.1% | 109 |
|