AAS
Annex Advisory Services’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $58.2M | Buy |
210,989
+47,741
| +29% | +$13.2M | 1.4% | 20 |
|
|
2025
Q1 | $27.3M | Buy |
163,248
+124,583
| +322% | +$20.9M | 0.78% | 39 |
|
|
2024
Q4 | $8.96M | Sell |
38,665
-1,397
| -3% | -$324K | 0.27% | 69 |
|
|
2024
Q3 | $6.91M | Buy |
40,062
+35,914
| +866% | +$6.2M | 0.22% | 76 |
|
|
2024
Q2 | $6.66M | Sell |
4,148
-1,455
| -26% | -$2.34M | 0.23% | 73 |
|
|
2024
Q1 | $7.43M | Sell |
5,603
-813
| -13% | -$1.08M | 0.26% | 70 |
|
|
2023
Q4 | $7.16M | Buy |
6,416
+3,297
| +106% | +$3.68M | 0.3% | 59 |
|
|
2023
Q3 | $2.59M | Buy |
3,119
+2,822
| +950% | +$2.34M | 0.16% | 85 |
|
|
2023
Q2 | $258K | Buy |
+297
| New | +$258K | 0.01% | 217 |
|
|
2023
Q1 | – | Sell |
-678
| Closed | -$379K | – | 249 |
|
|
2022
Q4 | $379K | Buy |
678
+22
| +3% | +$12.3K | 0.02% | 167 |
|
|
2022
Q3 | $291K | Sell |
656
-110
| -14% | -$48.8K | 0.02% | 180 |
|
|
2022
Q2 | $372K | Sell |
766
-193
| -20% | -$93.7K | 0.03% | 166 |
|
|
2022
Q1 | $604K | Buy |
959
+92
| +11% | +$57.9K | 0.04% | 145 |
|
|
2021
Q4 | $577K | Buy |
867
+442
| +104% | +$294K | 0.04% | 146 |
|
|
2021
Q3 | $206K | Sell |
425
-57
| -12% | -$27.6K | 0.02% | 197 |
|
|
2021
Q2 | $230K | Buy |
482
+42
| +10% | +$20K | 0.02% | 200 |
|
|
2021
Q1 | $204K | Sell |
440
-52
| -11% | -$24.1K | 0.02% | 194 |
|
|
2020
Q4 | $215K | Buy |
+492
| New | +$215K | 0.02% | 180 |
|