AO
Advisor OS’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.46M | Buy |
12,553
+728
| +6% | +$201K | 0.34% | 43 |
|
|
2025
Q1 | $1.98M | Sell |
11,825
-3,981
| -25% | -$667K | 0.23% | 65 |
|
|
2024
Q4 | $3.66M | Buy |
15,806
+1,763
| +13% | +$409K | 0.42% | 38 |
|
|
2024
Q3 | $2.42M | Buy |
14,043
+12,937
| +1,170% | +$2.23M | 0.24% | 78 |
|
|
2024
Q2 | $1.78M | Buy |
1,106
+55
| +5% | +$88.3K | 0.19% | 95 |
|
|
2024
Q1 | $1.39M | Buy |
1,051
+366
| +53% | +$485K | 0.16% | 116 |
|
|
2023
Q4 | $765K | Buy |
685
+7
| +1% | +$7.81K | 0.1% | 172 |
|
|
2023
Q3 | $563K | Sell |
678
-768
| -53% | -$638K | 0.08% | 181 |
|
|
2023
Q2 | $1.25M | Buy |
1,446
+1,043
| +259% | +$905K | 0.21% | 91 |
|
|
2023
Q1 | $259K | Buy |
403
+13
| +3% | +$8.34K | 0.06% | 208 |
|
|
2022
Q4 | $218K | Buy |
+390
| New | +$218K | 0.06% | 201 |
|
|
2020
Q3 | – | Sell |
-1,384
| Closed | -$437K | – | 109 |
|
|
2020
Q2 | $437K | Buy |
+1,384
| New | +$437K | 0.26% | 79 |
|