Apriem Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.44M | Sell |
8,859
-31
| -0.3% | -$8.55K | 0.26% | 58 |
|
|
2025
Q1 | $1.49M | Sell |
8,890
-304
| -3% | -$50.9K | 0.17% | 69 |
|
|
2024
Q4 | $2.13M | Sell |
9,194
-424
| -4% | -$98.3K | 0.24% | 58 |
|
|
2024
Q3 | $1.66M | Buy |
9,618
+918
| +11% | +$158K | 0.19% | 61 |
|
|
2024
Q2 | $1.4M | Buy |
8,700
+400
| +5% | +$64.2K | 0.17% | 64 |
|
|
2024
Q1 | $1.1M | Sell |
8,300
-1,500
| -15% | -$199K | 0.14% | 77 |
|
|
2023
Q4 | $1.09M | Sell |
9,800
-640
| -6% | -$71.4K | 0.15% | 69 |
|
|
2023
Q3 | $867K | Buy |
10,440
+3,040
| +41% | +$252K | 0.13% | 73 |
|
|
2023
Q2 | $642K | Hold |
7,400
| – | – | 0.1% | 82 |
|
|
2023
Q1 | $475K | Sell |
7,400
-300
| -4% | -$19.2K | 0.08% | 95 |
|
|
2022
Q4 | $431K | Sell |
7,700
-240
| -3% | -$13.4K | 0.07% | 98 |
|
|
2022
Q3 | $353K | Buy |
7,940
+40
| +0.5% | +$1.78K | 0.06% | 102 |
|
|
2022
Q2 | $384K | Hold |
7,900
| – | – | 0.07% | 100 |
|
|
2022
Q1 | $497K | Sell |
7,900
-500
| -6% | -$31.5K | 0.07% | 95 |
|
|
2021
Q4 | $559K | Hold |
8,400
| – | – | 0.08% | 90 |
|
|
2021
Q3 | $407K | Hold |
8,400
| – | – | 0.06% | 101 |
|
|
2021
Q2 | $401K | Sell |
8,400
-60
| -0.7% | -$2.86K | 0.06% | 103 |
|
|
2021
Q1 | $392K | Sell |
8,460
-2,020
| -19% | -$93.6K | 0.06% | 100 |
|
|
2020
Q4 | $459K | Sell |
10,480
-2,500
| -19% | -$109K | 0.08% | 80 |
|
|
2020
Q3 | $473K | Buy |
12,980
+5,700
| +78% | +$208K | 0.09% | 79 |
|
|
2020
Q2 | $230K | Buy |
+7,280
| New | +$230K | 0.05% | 109 |
|
|
2019
Q2 | – | Sell |
-8,280
| Closed | -$249K | – | 130 |
|
|
2019
Q1 | $249K | Buy |
+8,280
| New | +$249K | 0.07% | 112 |
|
|
2018
Q3 | – | Sell |
-7,250
| Closed | -$176K | – | 161 |
|
|
2018
Q2 | $176K | Buy |
+7,250
| New | +$176K | 0.04% | 138 |
|
|
2017
Q4 | – | Sell |
-10,130
| Closed | -$246K | – | 134 |
|
|
2017
Q3 | $246K | Buy |
10,130
+1,500
| +17% | +$36.4K | 0.06% | 115 |
|
|
2017
Q2 | $201K | Sell |
8,630
-4,760
| -36% | -$111K | 0.05% | 127 |
|
|
2017
Q1 | $293K | Buy |
13,390
+2,510
| +23% | +$54.9K | 0.08% | 100 |
|
|
2016
Q4 | $192K | Buy |
10,880
+6,540
| +151% | +$115K | 0.06% | 121 |
|
|
2016
Q3 | $75K | Sell |
4,340
-2,000
| -32% | -$34.6K | 0.02% | 187 |
|
|
2016
Q2 | $99K | Buy |
6,340
+5,310
| +516% | +$82.9K | 0.03% | 165 |
|
|
2016
Q1 | $16K | Sell |
1,030
-970
| -49% | -$15.1K | 0.01% | 327 |
|
|
2015
Q4 | $29K | Hold |
2,000
| – | – | 0.01% | 251 |
|
|
2015
Q3 | $25K | Hold |
2,000
| – | – | 0.01% | 262 |
|
|
2015
Q2 | $27K | Buy |
2,000
+500
| +33% | +$6.75K | 0.01% | 277 |
|
|
2015
Q1 | $19K | Hold |
1,500
| – | – | 0.01% | 323 |
|
|
2014
Q4 | $15K | Hold |
1,500
| – | – | 0.01% | 330 |
|
|
2014
Q3 | $13K | Buy |
+1,500
| New | +$13K | 0.01% | 348 |
|