Aptus Capital 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 | $84.4M | Sell |
306,028
-6,788
| -2% | -$1.87M | 0.69% | 29 |
|
|
2025
Q1 | $52.4M | Sell |
312,816
-17,238
| -5% | -$2.89M | 0.54% | 37 |
|
|
2024
Q4 | $76.5M | Sell |
330,054
-11,233
| -3% | -$2.6M | 0.8% | 24 |
|
|
2024
Q3 | $58.9M | Buy |
341,287
+53,917
| +19% | +$9.3M | 0.88% | 23 |
|
|
2024
Q2 | $29.4M | Buy |
287,370
+49,130
| +21% | +$5.03M | 0.52% | 38 |
|
|
2024
Q1 | $31.6M | Buy |
238,240
+12,530
| +6% | +$1.66M | 0.59% | 31 |
|
|
2023
Q4 | $25.2M | Sell |
225,710
-15,240
| -6% | -$1.7M | 0.69% | 29 |
|
|
2023
Q3 | $20M | Buy |
240,950
+11,440
| +5% | +$950K | 0.55% | 36 |
|
|
2023
Q2 | $19.9M | Sell |
229,510
-21,380
| -9% | -$1.85M | 0.48% | 37 |
|
|
2023
Q1 | $16.1M | Buy |
250,890
+135,220
| +117% | +$8.68M | 0.43% | 44 |
|
|
2022
Q4 | $6.47M | Sell |
115,670
-174,620
| -60% | -$9.76M | 0.2% | 88 |
|
|
2022
Q3 | $12.9M | Buy |
290,290
+37,260
| +15% | +$1.65M | 0.31% | 41 |
|
|
2022
Q2 | $12.3M | Buy |
253,030
+58,810
| +30% | +$2.86M | 0.32% | 38 |
|
|
2022
Q1 | $12.2M | Buy |
194,220
+102,480
| +112% | +$6.45M | 0.3% | 33 |
|
|
2021
Q4 | $6.1M | Buy |
91,740
+3,490
| +4% | +$232K | 0.18% | 65 |
|
|
2021
Q3 | $4.28M | Buy |
88,250
+18,450
| +26% | +$895K | 0.11% | 84 |
|
|
2021
Q2 | $3.33M | Buy |
69,800
+9,420
| +16% | +$449K | 0.1% | 88 |
|
|
2021
Q1 | $2.8M | Buy |
60,380
+18,710
| +45% | +$868K | 0.1% | 85 |
|
|
2020
Q4 | $1.82M | Buy |
41,670
+41,320
| +11,806% | +$1.81M | 0.08% | 105 |
|
|
2020
Q3 | $12K | Buy |
+350
| New | +$12K | ﹤0.01% | 380 |
|
|
2020
Q1 | – | Sell |
-72,000
| Closed | -$2.28M | – | 393 |
|
|
2019
Q4 | $2.28M | Buy |
+72,000
| New | +$2.28M | 0.16% | 102 |
|
|
2019
Q3 | – | Sell |
-91,010
| Closed | -$2.62M | – | 428 |
|
|
2019
Q2 | $2.62M | Sell |
91,010
-7,490
| -8% | -$216K | 0.37% | 41 |
|
|
2019
Q1 | $2.96M | Buy |
+98,500
| New | +$2.96M | 0.51% | 22 |
|