Alpha Cubed Investments’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 |
368,561
+340,595
| +1,218% | +$93.9M | 3.85% | 7 |
|
2025
Q1 | $4.68M | Buy |
27,966
+11,199
| +67% | +$1.88M | 0.21% | 64 |
|
2024
Q4 | $3.89M | Buy |
16,767
+73
| +0.4% | +$16.9K | 0.18% | 67 |
|
2024
Q3 | $2.88M | Buy |
16,694
+2,254
| +16% | +$389K | 0.13% | 74 |
|
2024
Q2 | $2.32M | Buy |
14,440
+2,170
| +18% | +$348K | 0.11% | 82 |
|
2024
Q1 | $1.63M | Buy |
12,270
+1,520
| +14% | +$201K | 0.09% | 96 |
|
2023
Q4 | $1.2M | Buy |
10,750
+1,190
| +12% | +$133K | 0.07% | 111 |
|
2023
Q3 | $794K | Buy |
9,560
+1,660
| +21% | +$138K | 0.05% | 117 |
|
2023
Q2 | $686K | Sell |
7,900
-7,710
| -49% | -$669K | 0.05% | 123 |
|
2023
Q1 | $1M | Sell |
15,610
-20,170
| -56% | -$1.29M | 0.07% | 105 |
|
2022
Q4 | $2M | Buy |
35,780
+16,930
| +90% | +$947K | 0.15% | 87 |
|
2022
Q3 | $837K | Sell |
18,850
-910
| -5% | -$40.4K | 0.07% | 116 |
|
2022
Q2 | $960K | Buy |
19,760
+350
| +2% | +$17K | 0.07% | 121 |
|
2022
Q1 | $1.22M | Buy |
19,410
+8,450
| +77% | +$532K | 0.08% | 121 |
|
2021
Q4 | $729K | Sell |
10,960
-200
| -2% | -$13.3K | 0.05% | 140 |
|
2021
Q3 | $541K | Sell |
11,160
-10,640
| -49% | -$516K | 0.04% | 157 |
|
2021
Q2 | $1.04M | Buy |
21,800
+7,070
| +48% | +$337K | 0.08% | 114 |
|
2021
Q1 | $683K | Buy |
14,730
+290
| +2% | +$13.4K | 0.05% | 137 |
|
2020
Q4 | $632K | Sell |
14,440
-3,000
| -17% | -$131K | 0.05% | 137 |
|
2020
Q3 | $635K | Buy |
17,440
+400
| +2% | +$14.6K | 0.06% | 120 |
|
2020
Q2 | $538K | Sell |
17,040
-74,580
| -81% | -$2.35M | 0.06% | 118 |
|
2020
Q1 | $2.17M | Buy |
91,620
+6,950
| +8% | +$165K | 0.26% | 69 |
|
2019
Q4 | $2.68M | Buy |
84,670
+4,120
| +5% | +$130K | 0.28% | 66 |
|
2019
Q3 | $2.22M | Buy |
80,550
+3,950
| +5% | +$109K | 0.26% | 70 |
|
2019
Q2 | $2.21M | Sell |
76,600
-41,030
| -35% | -$1.18M | 0.26% | 76 |
|
2019
Q1 | $3.54M | Sell |
117,630
-570
| -0.5% | -$17.1K | 0.43% | 57 |
|
2018
Q4 | $3.01M | Buy |
118,200
+48,720
| +70% | +$1.24M | 0.45% | 53 |
|
2018
Q3 | $1.59M | Buy |
69,480
+28,500
| +70% | +$651K | 0.18% | 91 |
|
2018
Q2 | $994K | Buy |
+40,980
| New | +$994K | 0.13% | 93 |
|
2018
Q1 | – | Sell |
-124,990
| Closed | -$3.21M | – | 226 |
|
2017
Q4 | $3.21M | Buy |
124,990
+3,940
| +3% | +$101K | 0.42% | 53 |
|
2017
Q3 | $2.94M | Buy |
121,050
+68,280
| +129% | +$1.66M | 0.44% | 49 |
|
2017
Q2 | $1.23M | Buy |
52,770
+4,280
| +9% | +$99.8K | 0.21% | 69 |
|
2017
Q1 | $1.06M | Buy |
48,490
+4,860
| +11% | +$106K | 0.22% | 67 |
|
2016
Q4 | $771K | Sell |
43,630
-2,400
| -5% | -$42.4K | 0.19% | 86 |
|
2016
Q3 | $794K | Buy |
46,030
+32,710
| +246% | +$564K | 0.21% | 75 |
|
2016
Q2 | $207K | Sell |
13,320
-9,870
| -43% | -$153K | 0.07% | 134 |
|
2016
Q1 | $358K | Buy |
+23,190
| New | +$358K | 0.11% | 112 |
|
2015
Q4 | – | Sell |
-36,320
| Closed | -$447K | – | 178 |
|
2015
Q3 | $447K | Buy |
+36,320
| New | +$447K | 0.12% | 123 |
|