Annex Advisory Services’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
$58.2M Buy
2025
Q1
$27.3M Buy
2024
Q4
$8.96M Sell
2024
Q3
$6.91M Sell
2024
Q2
$6.66M Sell
2024
Q1
$7.43M Sell
2023
Q4
$7.16M Buy
2023
Q3
$2.59M Buy
2023
Q2
$258K Buy
2023
Q1
Sell
2022
Q4
$379K Buy
2022
Q3
$291K Sell
2022
Q2
$372K Sell
2022
Q1
$604K Buy
2021
Q4
$577K Buy
2021
Q3
$206K Sell
2021
Q2
$230K Buy
2021
Q1
$204K Sell
2020
Q4
$215K Buy