Allworth Financial’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $102M | Buy |
370,837
+49,969
| +16% | +$13.8M | 0.49% | 31 |
|
|
2025
Q1 | $60.4M | Buy |
320,868
+2,770
| +0.9% | +$521K | 0.34% | 38 |
|
|
2024
Q4 | $76.6M | Buy |
318,098
+2,531
| +0.8% | +$610K | 0.42% | 30 |
|
|
2024
Q3 | $54.4M | Sell |
315,567
-2,840,483
| -90% | -$490M | 0.33% | 35 |
|
|
2024
Q2 | $49.7M | Buy |
3,156,050
+3,020,450
| +2,227% | +$47.5M | 0.32% | 39 |
|
|
2024
Q1 | $18M | Buy |
135,600
+11,240
| +9% | +$1.49M | 0.13% | 75 |
|
|
2023
Q4 | $13.9M | Buy |
124,360
+72,290
| +139% | +$8.07M | 0.11% | 87 |
|
|
2023
Q3 | $4.32M | Buy |
52,070
+8,430
| +19% | +$700K | 0.04% | 182 |
|
|
2023
Q2 | $3.79M | Buy |
43,640
+15,990
| +58% | +$1.39M | 0.03% | 206 |
|
|
2023
Q1 | $1.77M | Sell |
27,650
-360
| -1% | -$23.1K | 0.02% | 271 |
|
|
2022
Q4 | $1.57M | Buy |
28,010
+1,840
| +7% | +$103K | 0.02% | 282 |
|
|
2022
Q3 | $1.16M | Buy |
26,170
+3,680
| +16% | +$163K | 0.01% | 298 |
|
|
2022
Q2 | $1.09M | Buy |
22,490
+2,070
| +10% | +$101K | 0.02% | 297 |
|
|
2022
Q1 | $1.29M | Buy |
20,420
+9,120
| +81% | +$574K | 0.02% | 268 |
|
|
2021
Q4 | $752K | Buy |
11,300
+1,090
| +11% | +$72.5K | 0.01% | 325 |
|
|
2021
Q3 | $495K | Buy |
10,210
+5,470
| +115% | +$265K | 0.01% | 329 |
|
|
2021
Q2 | $226K | Sell |
4,740
-40
| -0.8% | -$1.91K | ﹤0.01% | 359 |
|
|
2021
Q1 | $222K | Buy |
4,780
+1,820
| +61% | +$84.5K | ﹤0.01% | 340 |
|
|
2020
Q4 | $130K | Buy |
2,960
+100
| +3% | +$4.39K | ﹤0.01% | 336 |
|
|
2020
Q3 | $104K | Hold |
2,860
| – | – | ﹤0.01% | 321 |
|
|
2020
Q2 | $90K | Buy |
2,860
+500
| +21% | +$15.7K | ﹤0.01% | 328 |
|
|
2020
Q1 | $56K | Hold |
2,360
| – | – | ﹤0.01% | 386 |
|
|
2019
Q4 | $75K | Buy |
2,360
+30
| +1% | +$953 | ﹤0.01% | 313 |
|
|
2019
Q3 | $64K | Hold |
2,330
| – | – | ﹤0.01% | 287 |
|
|
2019
Q2 | $67K | Hold |
2,330
| – | – | ﹤0.01% | 278 |
|
|
2019
Q1 | $70K | Sell |
2,330
-810
| -26% | -$24.3K | ﹤0.01% | 270 |
|
|
2018
Q4 | $80K | Buy |
3,140
+800
| +34% | +$20.4K | ﹤0.01% | 235 |
|
|
2018
Q3 | $58K | Hold |
2,340
| – | – | ﹤0.01% | 269 |
|
|
2018
Q2 | $57K | Sell |
2,340
-10
| -0.4% | -$244 | ﹤0.01% | 267 |
|
|
2018
Q1 | $55K | Sell |
2,350
-10
| -0.4% | -$234 | ﹤0.01% | 237 |
|
|
2017
Q4 | $61K | Buy |
2,360
+20
| +0.9% | +$517 | ﹤0.01% | 219 |
|
|
2017
Q3 | $57K | Hold |
2,340
| – | – | ﹤0.01% | 221 |
|
|
2017
Q2 | $54K | Buy |
+2,340
| New | +$54K | ﹤0.01% | 239 |
|
|
2017
Q1 | – | Sell |
-2,970
| Closed | -$52K | – | 749 |
|
|
2016
Q4 | $52K | Buy |
+2,970
| New | +$52K | 0.01% | 209 |
|
|
2016
Q3 | – | Sell |
-2,970
| Closed | -$46K | – | 689 |
|
|
2016
Q2 | $46K | Hold |
2,970
| – | – | 0.01% | 210 |
|
|
2016
Q1 | $46K | Sell |
2,970
-710
| -19% | -$11K | 0.01% | 215 |
|
|
2015
Q4 | $53K | Hold |
3,680
| – | – | 0.01% | 205 |
|
|
2015
Q3 | $46K | Buy |
3,680
+3,000
| +441% | +$37.5K | 0.02% | 214 |
|
|
2015
Q2 | $9K | Hold |
680
| – | – | ﹤0.01% | 395 |
|
|
2015
Q1 | $9K | Buy |
+680
| New | +$9K | ﹤0.01% | 400 |
|