Arax Advisory Partners’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.13M | Buy |
22,239
+5,185
| +30% | +$1.43M | 0.28% | 71 |
|
2025
Q1 | $2.86M | Buy |
17,054
+5,486
| +47% | +$919K | 0.18% | 88 |
|
2024
Q4 | $2.68M | Buy |
11,568
+3,256
| +39% | +$755K | 0.17% | 92 |
|
2024
Q3 | $1.43M | Sell |
8,312
-288
| -3% | -$49.7K | 0.13% | 93 |
|
2024
Q2 | $1.38M | Buy |
8,600
+1,300
| +18% | +$209K | 0.13% | 89 |
|
2024
Q1 | $968K | Sell |
7,300
-3,180
| -30% | -$422K | 0.1% | 109 |
|
2023
Q4 | $1.17M | Buy |
10,480
+990
| +10% | +$111K | 0.13% | 90 |
|
2023
Q3 | $789K | Buy |
9,490
+2,110
| +29% | +$175K | 0.1% | 113 |
|
2023
Q2 | $641K | Sell |
7,380
-790
| -10% | -$68.6K | 0.08% | 99 |
|
2023
Q1 | $524K | Sell |
8,170
-660
| -7% | -$42.4K | 0.07% | 113 |
|
2022
Q4 | $494K | Sell |
8,830
-20
| -0.2% | -$1.12K | 0.07% | 108 |
|
2022
Q3 | $393K | Buy |
8,850
+230
| +3% | +$10.2K | 0.06% | 109 |
|
2022
Q2 | $419K | Buy |
8,620
+480
| +6% | +$23.3K | 0.06% | 104 |
|
2022
Q1 | $513K | Sell |
8,140
-20
| -0.2% | -$1.26K | 0.07% | 103 |
|
2021
Q4 | $543K | Buy |
8,160
+1,420
| +21% | +$94.5K | 0.07% | 103 |
|
2021
Q3 | $327K | Buy |
6,740
+230
| +4% | +$11.2K | 0.04% | 161 |
|
2021
Q2 | $311K | Buy |
+6,510
| New | +$311K | 0.04% | 176 |
|
2020
Q4 | $274K | Buy |
6,250
+370
| +6% | +$16.2K | 0.04% | 157 |
|
2020
Q3 | $214K | Buy |
5,880
+370
| +7% | +$13.5K | 0.04% | 180 |
|
2020
Q2 | $174K | Buy |
5,510
+10
| +0.2% | +$316 | 0.03% | 182 |
|
2020
Q1 | $130K | Sell |
5,500
-290
| -5% | -$6.86K | 0.03% | 193 |
|
2019
Q4 | $183K | Buy |
5,790
+270
| +5% | +$8.53K | 0.05% | 167 |
|
2019
Q3 | $152K | Buy |
5,520
+250
| +5% | +$6.88K | 0.05% | 187 |
|
2019
Q2 | $152K | Buy |
+5,270
| New | +$152K | 0.05% | 174 |
|
2018
Q4 | $105K | Buy |
4,150
+3,930
| +1,786% | +$99.4K | 0.04% | 180 |
|
2018
Q3 | $5K | Sell |
220
-2,000
| -90% | -$45.5K | ﹤0.01% | 524 |
|
2018
Q2 | $53K | Buy |
2,220
+530
| +31% | +$12.7K | 0.02% | 209 |
|
2018
Q1 | $39K | Buy |
1,690
+1,100
| +186% | +$25.4K | 0.02% | 225 |
|
2017
Q4 | $15K | Buy |
590
+360
| +157% | +$9.15K | 0.01% | 297 |
|
2017
Q3 | $5K | Sell |
230
-10
| -4% | -$217 | ﹤0.01% | 366 |
|
2017
Q2 | $6K | Buy |
240
+30
| +14% | +$750 | ﹤0.01% | 375 |
|
2017
Q1 | $4K | Hold |
210
| – | – | ﹤0.01% | 372 |
|
2016
Q4 | $4K | Buy |
+210
| New | +$4K | ﹤0.01% | 373 |
|