AE Wealth Management’s Broadcom AVGO Stock Holding History

AE Wealth Management’s Portfolio AVGO Stock Details AVGO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$156M	Buy	565,993 +54,849	+11%	+$15.1M	1.14%	11
2025 Q1	$85.6M	Buy	511,144 +30,859	+6%	+$5.17M	0.72%	25
2024 Q4	$111M	Buy	480,285 +48,632	+11%	+$11.3M	0.94%	14
2024 Q3	$74.5M	Buy	431,653 +384,843	+822%	+$66.4M	0.68%	28
2024 Q2	$7.52M	Buy	46,810 +7,970	+21%	+$1.28M	0.08%	265
2024 Q1	$5.15M	Sell	38,840 -473,610	-92%	-$62.8M	0.06%	294
2023 Q4	$61.7M	Buy	512,450 +120,430	+31%	+$14.5M	0.32%	62
2023 Q3	$32.6M	Buy	392,020 +36,500	+10%	+$3.03M	0.19%	115
2023 Q2	$30.8M	Buy	355,520 +102,430	+40%	+$8.89M	0.19%	122
2023 Q1	$16.2M	Sell	253,090 -66,270	-21%	-$4.25M	0.1%	235
2022 Q4	$17.9M	Buy	319,360 +32,700	+11%	+$1.83M	0.13%	189
2022 Q3	$12.7M	Buy	286,660 +65,660	+30%	+$2.92M	0.1%	211
2022 Q2	$10.7M	Buy	221,000 +57,520	+35%	+$2.79M	0.09%	259
2022 Q1	$10.3M	Sell	163,480 -42,040	-20%	-$2.65M	0.07%	276
2021 Q4	$13.7M	Buy	205,520 +36,850	+22%	+$2.45M	0.1%	211
2021 Q3	$8.18M	Buy	168,670 +7,690	+5%	+$373K	0.07%	273
2021 Q2	$7.68M	Sell	160,980 -2,860	-2%	-$136K	0.07%	265
2021 Q1	$7.6M	Buy	163,840 +12,190	+8%	+$565K	0.08%	250
2020 Q4	$6.64M	Buy	151,650 +19,460	+15%	+$852K	0.08%	236
2020 Q3	$4.82M	Sell	132,190 -1,270	-1%	-$46.3K	0.07%	241
2020 Q2	$4.21M	Buy	133,460 +66,970	+101%	+$2.11M	0.07%	252
2020 Q1	$1.58M	Buy	66,490 +23,870	+56%	+$566K	0.04%	360
2019 Q4	$1.35M	Buy	42,620 +5,360	+14%	+$169K	0.03%	459
2019 Q3	$1.03M	Sell	37,260 -24,720	-40%	-$683K	0.03%	436
2019 Q2	$1.78M	Buy	61,980 +22,980	+59%	+$661K	0.05%	267
2019 Q1	$1.17M	Buy	39,000 +25,820	+196%	+$777K	0.08%	196
2018 Q4	$335K	Sell	13,180 -6,030	-31%	-$153K	0.06%	325
2018 Q3	$474K	Buy	19,210 +9,030	+89%	+$223K	0.03%	332
2018 Q2	$247K	Buy	10,180 +510	+5%	+$12.4K	0.02%	376
2018 Q1	$228K	Sell	9,670 -10	-0.1%	-$236	0.02%	379
2017 Q4	$249K	Buy	+9,680	New	+$249K	0.02%	355