Allworth Financial’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $102M | Buy |
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|
2025
Q1 | $60.4M | Buy |
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|
2024
Q4 | $76.6M | Buy |
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|
2024
Q3 | $54.4M | Sell |
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|
2024
Q2 | $49.7M | Buy |
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|
2024
Q1 | $18M | Buy |
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|
2023
Q4 | $13.9M | Buy |
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|
2023
Q3 | $4.32M | Buy |
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|
2023
Q2 | $3.79M | Buy |
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|
2023
Q1 | $1.77M | Sell |
|
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|
2022
Q4 | $1.57M | Buy |
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|
2022
Q3 | $1.16M | Buy |
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|
2022
Q2 | $1.09M | Buy |
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|
2022
Q1 | $1.28M | Buy |
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|
2021
Q4 | $752K | Buy |
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|
2021
Q3 | $495K | Buy |
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|
2021
Q2 | $226K | Sell |
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|
2021
Q1 | $222K | Buy |
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|
2020
Q4 | $130K | Buy |
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|
2020
Q3 | $104K | Hold |
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|
2020
Q2 | $90K | Buy |
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|
2020
Q1 | $56K | Hold |
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|
2019
Q4 | $75K | Buy |
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|
2019
Q3 | $64K | Hold |
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|
2019
Q2 | $67K | Hold |
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|
2019
Q1 | $70K | Sell |
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|
2018
Q4 | $80K | Buy |
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|
2018
Q3 | $58K | Hold |
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|
2018
Q2 | $57K | Sell |
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|
2018
Q1 | $55K | Sell |
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|
2017
Q4 | $61K | Buy |
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|
2017
Q3 | $57K | Hold |
|
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|
2017
Q2 | $54K | Buy |
|
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|
2017
Q1 | – | Sell |
|
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|
2016
Q4 | $52K | Buy |
|
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $46K | Hold |
|
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|
2016
Q1 | $46K | Sell |
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|
2015
Q4 | $53K | Hold |
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|
2015
Q3 | $46K | Buy |
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|
2015
Q2 | $9K | Hold |
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|
2015
Q1 | $9K | Buy |
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