ACG
Allen Capital Group’s Broadcom AVGO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.33M | Buy |
8,466
+670
| +9% | +$185K | 0.24% | 84 |
|
2025
Q1 | $1.31M | Buy |
7,796
+1,022
| +15% | +$171K | 0.15% | 99 |
|
2024
Q4 | $1.57M | Buy |
6,774
+256
| +4% | +$59.4K | 0.19% | 86 |
|
2024
Q3 | $1.12M | Buy |
6,518
+5,915
| +981% | +$1.02M | 0.14% | 99 |
|
2024
Q2 | $968K | Sell |
603
-58
| -9% | -$93.1K | 0.13% | 100 |
|
2024
Q1 | $876K | Buy |
661
+14
| +2% | +$18.6K | 0.12% | 106 |
|
2023
Q4 | $722K | Sell |
647
-1,797
| -74% | -$2.01M | 0.11% | 107 |
|
2023
Q3 | $2.04M | Sell |
2,444
-1,306
| -35% | -$1.09M | 0.36% | 60 |
|
2023
Q2 | $3.25M | Sell |
3,750
-1,281
| -25% | -$1.11M | 0.56% | 41 |
|
2023
Q1 | $3.23M | Buy |
+5,031
| New | +$3.23M | 0.59% | 38 |
|
2022
Q4 | – | Sell |
-3,433
| Closed | -$1.52M | – | 44 |
|
2022
Q3 | $1.52M | Buy |
3,433
+425
| +14% | +$189K | 0.35% | 60 |
|
2022
Q2 | $1.46M | Buy |
3,008
+339
| +13% | +$165K | 0.3% | 67 |
|
2022
Q1 | $1.68M | Buy |
+2,669
| New | +$1.68M | 0.32% | 63 |
|