AR
Advisory Research’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.4M | Buy |
85,046
+12,144
| +17% | +$3.35M | 3.6% | 4 |
|
|
2025
Q1 | $12.2M | Sell |
72,902
-24,394
| -25% | -$4.08M | 2.15% | 12 |
|
|
2024
Q4 | $22.6M | Sell |
97,296
-805
| -0.8% | -$187K | 3.75% | 3 |
|
|
2024
Q3 | $16.9M | Buy |
98,101
+88,076
| +879% | +$15.2M | 3.01% | 4 |
|
|
2024
Q2 | $16.1M | Buy |
10,025
+593
| +6% | +$952K | 3.03% | 5 |
|
|
2024
Q1 | $12.5M | Sell |
9,432
-2,268
| -19% | -$3.01M | 2.49% | 8 |
|
|
2023
Q4 | $13.1M | Sell |
11,700
-673
| -5% | -$751K | 2.01% | 6 |
|
|
2023
Q3 | $10.3M | Sell |
12,373
-384
| -3% | -$319K | 1.43% | 9 |
|
|
2023
Q2 | $11.1M | Buy |
12,757
+8,998
| +239% | +$7.81M | 1.42% | 9 |
|
|
2023
Q1 | $2.41M | Buy |
3,759
+13
| +0.3% | +$8.34K | 0.4% | 66 |
|
|
2022
Q4 | $2.09M | Sell |
3,746
-43
| -1% | -$24K | 0.2% | 79 |
|
|
2022
Q3 | $1.68M | Sell |
3,789
-34
| -0.9% | -$15.1K | 0.16% | 101 |
|
|
2022
Q2 | $1.86M | Sell |
3,823
-44
| -1% | -$21.4K | 0.18% | 89 |
|
|
2022
Q1 | $2.44M | Sell |
3,867
-5
| -0.1% | -$3.15K | 0.2% | 81 |
|
|
2021
Q4 | $2.58M | Buy |
3,872
+60
| +2% | +$39.9K | 0.2% | 87 |
|
|
2021
Q3 | $1.85M | Buy |
3,812
+54
| +1% | +$26.2K | 0.12% | 133 |
|
|
2021
Q2 | $1.79M | Buy |
3,758
+10
| +0.3% | +$4.77K | 0.12% | 149 |
|
|
2021
Q1 | $1.74M | Sell |
3,748
-1,260
| -25% | -$584K | 0.12% | 139 |
|
|
2020
Q4 | $2.19M | Sell |
5,008
-1,043
| -17% | -$457K | 0.16% | 115 |
|
|
2020
Q3 | $2.21M | Sell |
6,051
-3,870
| -39% | -$1.41M | 0.21% | 106 |
|
|
2020
Q2 | $3.13M | Sell |
9,921
-2,369
| -19% | -$748K | 0.28% | 91 |
|
|
2020
Q1 | $2.91M | Buy |
12,290
+11,176
| +1,003% | +$2.65M | 0.2% | 72 |
|
|
2019
Q4 | $352K | Sell |
1,114
-967
| -46% | -$306K | 0.02% | 274 |
|
|
2019
Q3 | $575K | Sell |
2,081
-25
| -1% | -$6.91K | 0.03% | 241 |
|
|
2019
Q2 | $606K | Sell |
2,106
-87
| -4% | -$25K | 0.01% | 290 |
|
|
2019
Q1 | $659K | Buy |
2,193
+591
| +37% | +$178K | 0.01% | 269 |
|
|
2018
Q4 | $407K | Buy |
1,602
+238
| +17% | +$60.5K | 0.01% | 316 |
|
|
2018
Q3 | $337K | Sell |
1,364
-15
| -1% | -$3.71K | 0.01% | 334 |
|
|
2018
Q2 | $335K | Sell |
1,379
-141
| -9% | -$34.3K | 0.01% | 339 |
|
|
2018
Q1 | $358K | Sell |
1,520
-10,245
| -87% | -$2.41M | 0.01% | 333 |
|
|
2017
Q4 | $3.02M | Buy |
11,765
+462
| +4% | +$119K | 0.05% | 184 |
|
|
2017
Q3 | $2.74M | Sell |
11,303
-360
| -3% | -$87.3K | 0.04% | 186 |
|
|
2017
Q2 | $2.72M | Buy |
11,663
+9,998
| +600% | +$2.33M | 0.04% | 191 |
|
|
2017
Q1 | $365K | Sell |
1,665
-488
| -23% | -$107K | 0.01% | 373 |
|
|
2016
Q4 | $381K | Buy |
+2,153
| New | +$381K | 0.01% | 335 |
|