Allegheny Financial Group’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.83M | Buy |
10,278
+208
| +2% | +$57.3K | 0.63% | 27 |
|
|
2025
Q1 | $1.69M | Buy |
10,070
+64
| +0.6% | +$10.7K | 0.43% | 44 |
|
|
2024
Q4 | $2.32M | Buy |
10,006
+59
| +0.6% | +$13.7K | 0.6% | 29 |
|
|
2024
Q3 | $1.72M | Buy |
9,947
+87
| +0.9% | +$15K | 0.42% | 41 |
|
|
2024
Q2 | $1.58M | Buy |
9,860
+4,960
| +101% | +$796K | 0.45% | 40 |
|
|
2024
Q1 | $649K | Sell |
4,900
-1,650
| -25% | -$219K | 0.2% | 93 |
|
|
2023
Q4 | $731K | Buy |
6,550
+1,690
| +35% | +$189K | 0.23% | 84 |
|
|
2023
Q3 | $403K | Buy |
4,860
+190
| +4% | +$15.8K | 0.15% | 125 |
|
|
2023
Q2 | $405K | Hold |
4,670
| – | – | 0.19% | 106 |
|
|
2023
Q1 | $299K | Hold |
4,670
| – | – | 0.12% | 129 |
|
|
2022
Q4 | $261K | Buy |
4,670
+10
| +0.2% | +$559 | 0.11% | 138 |
|
|
2022
Q3 | $207K | Hold |
4,660
| – | – | 0.1% | 146 |
|
|
2022
Q2 | $227K | Hold |
4,660
| – | – | 0.11% | 137 |
|
|
2022
Q1 | $294K | Hold |
4,660
| – | – | 0.12% | 116 |
|
|
2021
Q4 | $310K | Hold |
4,660
| – | – | 0.12% | 116 |
|
|
2021
Q3 | $226K | Buy |
4,660
+110
| +2% | +$5.34K | 0.1% | 129 |
|
|
2021
Q2 | $217K | Hold |
4,550
| – | – | 0.1% | 134 |
|
|
2021
Q1 | $211K | Buy |
+4,550
| New | +$211K | 0.15% | 91 |
|