AIP
Ameritas Investment Partners’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $56.4M | Buy |
204,774
+457
| +0.2% | +$126K | 1.78% | 6 |
|
|
2025
Q1 | $34.2M | Buy |
204,317
+2,975
| +1% | +$498K | 1.18% | 10 |
|
|
2024
Q4 | $46.7M | Sell |
201,342
-44,029
| -18% | -$10.2M | 1.52% | 6 |
|
|
2024
Q3 | $42.3M | Buy |
245,371
+220,839
| +900% | +$38.1M | 1.38% | 7 |
|
|
2024
Q2 | $39.4M | Sell |
24,532
-147
| -0.6% | -$236K | 1.35% | 10 |
|
|
2024
Q1 | $32.7M | Sell |
24,679
-42
| -0.2% | -$55.7K | 1.12% | 12 |
|
|
2023
Q4 | $27.6M | Buy |
24,721
+1,950
| +9% | +$2.18M | 1.01% | 12 |
|
|
2023
Q3 | $18.9M | Buy |
22,771
+1,563
| +7% | +$1.3M | 0.76% | 17 |
|
|
2023
Q2 | $18.4M | Sell |
21,208
-573
| -3% | -$497K | 0.69% | 17 |
|
|
2023
Q1 | $14M | Sell |
21,781
-207
| -0.9% | -$133K | 0.55% | 17 |
|
|
2022
Q4 | $12.6M | Sell |
21,988
-695
| -3% | -$398K | 0.5% | 21 |
|
|
2022
Q3 | $10.1M | Buy |
22,683
+26
| +0.1% | +$11.5K | 0.45% | 28 |
|
|
2022
Q2 | $11M | Sell |
22,657
-208
| -0.9% | -$101K | 0.47% | 22 |
|
|
2022
Q1 | $14.4M | Sell |
22,865
-133
| -0.6% | -$83.7K | 0.52% | 18 |
|
|
2021
Q4 | $15.3M | Sell |
22,998
-27
| -0.1% | -$18K | 0.52% | 18 |
|
|
2021
Q3 | $11.2M | Buy |
23,025
+81
| +0.4% | +$39.3K | 0.41% | 28 |
|
|
2021
Q2 | $10.9M | Sell |
22,944
-305
| -1% | -$145K | 0.39% | 30 |
|
|
2021
Q1 | $10.6M | Sell |
23,249
-133
| -0.6% | -$60.8K | 0.4% | 31 |
|
|
2020
Q4 | $10.2M | Sell |
23,382
-2,266
| -9% | -$992K | 0.47% | 21 |
|
|
2020
Q3 | $9.34M | Sell |
25,648
-665
| -3% | -$242K | 0.42% | 29 |
|
|
2020
Q2 | $8.3M | Buy |
26,313
+1,903
| +8% | +$600K | 0.4% | 33 |
|
|
2020
Q1 | $5.79M | Sell |
24,410
-335
| -1% | -$79.4K | 0.33% | 45 |
|
|
2019
Q4 | $7.82M | Sell |
24,745
-552
| -2% | -$174K | 0.35% | 35 |
|
|
2019
Q3 | $6.98M | Sell |
25,297
-138
| -0.5% | -$38.1K | 0.32% | 39 |
|
|
2019
Q2 | $7.32M | Sell |
25,435
-9
| -0% | -$2.59K | 0.33% | 38 |
|
|
2019
Q1 | $7.65M | Sell |
25,444
-945
| -4% | -$284K | 0.36% | 36 |
|
|
2018
Q4 | $6.71M | Sell |
26,389
-534
| -2% | -$136K | 0.37% | 37 |
|
|
2018
Q3 | $6.64M | Buy |
26,923
+503
| +2% | +$124K | 0.31% | 42 |
|
|
2018
Q2 | $6.41M | Buy |
26,420
+2,330
| +10% | +$565K | 0.31% | 39 |
|
|
2018
Q1 | $5.68M | Buy |
24,090
+4,462
| +23% | +$1.05M | 0.27% | 44 |
|
|
2017
Q4 | $4.99M | Sell |
19,628
-12,383
| -39% | -$3.15M | 0.23% | 66 |
|
|
2017
Q3 | $7.92M | Buy |
32,011
+61
| +0.2% | +$15.1K | 0.38% | 33 |
|
|
2017
Q2 | $7.45M | Sell |
31,950
-1,728
| -5% | -$403K | 0.36% | 34 |
|
|
2017
Q1 | $7.37M | Sell |
33,678
-1,757
| -5% | -$385K | 0.37% | 35 |
|
|
2016
Q4 | $6.26M | Buy |
35,435
+4,330
| +14% | +$765K | 0.31% | 44 |
|
|
2016
Q3 | $5.37M | Sell |
31,105
-850
| -3% | -$147K | 0.29% | 46 |
|
|
2016
Q2 | $4.96M | Buy |
31,955
+2,487
| +8% | +$386K | 0.32% | 53 |
|
|
2016
Q1 | $4.55M | Sell |
29,468
-476
| -2% | -$73.5K | 0.3% | 58 |
|
|
2015
Q4 | $4.35M | Buy |
29,944
+8,948
| +43% | +$1.3M | 0.29% | 63 |
|
|
2015
Q3 | $2.62M | Buy |
20,996
+206
| +1% | +$25.7K | 0.19% | 117 |
|
|
2015
Q2 | $2.76M | Buy |
20,790
+1,220
| +6% | +$162K | 0.18% | 128 |
|
|
2015
Q1 | $2.48M | Buy |
19,570
+10,669
| +120% | +$1.35M | 0.16% | 140 |
|
|
2014
Q4 | $895K | Buy |
8,901
+84
| +1% | +$8.45K | 0.06% | 325 |
|
|
2014
Q3 | $767K | Sell |
8,817
-542
| -6% | -$47.1K | 0.05% | 367 |
|
|
2014
Q2 | $675K | Buy |
9,359
+4,521
| +93% | +$326K | 0.05% | 448 |
|
|
2014
Q1 | $312K | Hold |
4,838
| – | – | 0.02% | 781 |
|
|
2013
Q4 | $256K | Buy |
+4,838
| New | +$256K | 0.02% | 877 |
|