Arcadia Investment Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41M | Sell |
148,665
-1,453
| -1% | -$401K | 6.55% | 1 |
|
|
2025
Q1 | $25.1M | Sell |
150,118
-36,039
| -19% | -$6.03M | 4.55% | 1 |
|
|
2024
Q4 | $43.2M | Sell |
186,157
-1,678
| -0.9% | -$389K | 6.9% | 1 |
|
|
2024
Q3 | $32.4M | Sell |
187,835
-10,135
| -5% | -$1.75M | 5.33% | 1 |
|
|
2024
Q2 | $31.8M | Buy |
197,970
+2,760
| +1% | +$443K | 5.43% | 1 |
|
|
2024
Q1 | $25.9M | Sell |
195,210
-9,410
| -5% | -$1.25M | 4.58% | 1 |
|
|
2023
Q4 | $22.8M | Sell |
204,620
-5,150
| -2% | -$575K | 4.36% | 4 |
|
|
2023
Q3 | $17.4M | Sell |
209,770
-12,880
| -6% | -$1.07M | 3.69% | 5 |
|
|
2023
Q2 | $19.3M | Sell |
222,650
-5,390
| -2% | -$468K | 3.92% | 5 |
|
|
2023
Q1 | $14.6M | Sell |
228,040
-1,130
| -0.5% | -$72.5K | 3.18% | 7 |
|
|
2022
Q4 | $12.8M | Sell |
229,170
-1,220
| -0.5% | -$68.2K | 2.99% | 6 |
|
|
2022
Q3 | $10.2M | Sell |
230,390
-1,390
| -0.6% | -$61.7K | 2.48% | 8 |
|
|
2022
Q2 | $11.3M | Buy |
231,780
+1,810
| +0.8% | +$87.9K | 2.51% | 8 |
|
|
2022
Q1 | $14.5M | Sell |
229,970
-2,420
| -1% | -$152K | 2.74% | 8 |
|
|
2021
Q4 | $15.5M | Buy |
232,390
+600
| +0.3% | +$39.9K | 2.58% | 9 |
|
|
2021
Q3 | $11.2M | Sell |
231,790
-4,800
| -2% | -$233K | 2.08% | 17 |
|
|
2021
Q2 | $11.3M | Sell |
236,590
-15,420
| -6% | -$735K | 2.12% | 16 |
|
|
2021
Q1 | $11.7M | Sell |
252,010
-22,170
| -8% | -$1.03M | 2.34% | 12 |
|
|
2020
Q4 | $12M | Sell |
274,180
-14,900
| -5% | -$652K | 2.48% | 13 |
|
|
2020
Q3 | $10.5M | Sell |
289,080
-8,950
| -3% | -$326K | 2.27% | 14 |
|
|
2020
Q2 | $9.41M | Buy |
298,030
+16,120
| +6% | +$509K | 2.29% | 15 |
|
|
2020
Q1 | $6.68M | Buy |
281,910
+4,800
| +2% | +$114K | 2.02% | 17 |
|
|
2019
Q4 | $8.76M | Sell |
277,110
-7,710
| -3% | -$244K | 2.21% | 15 |
|
|
2019
Q3 | $7.86M | Buy |
284,820
+4,200
| +1% | +$116K | 2.15% | 15 |
|
|
2019
Q2 | $8.08M | Buy |
280,620
+2,400
| +0.9% | +$69.1K | 2.2% | 14 |
|
|
2019
Q1 | $8.37M | Buy |
278,220
+1,300
| +0.5% | +$39.1K | 2.42% | 13 |
|
|
2018
Q4 | $7.04M | Sell |
276,920
-12,050
| -4% | -$306K | 2.36% | 12 |
|
|
2018
Q3 | $7.13M | Buy |
288,970
+33,130
| +13% | +$817K | 1.88% | 17 |
|
|
2018
Q2 | $6.21M | Buy |
255,840
+4,420
| +2% | +$107K | 1.73% | 17 |
|
|
2018
Q1 | $5.93M | Buy |
251,420
+1,170
| +0.5% | +$27.6K | 1.67% | 19 |
|
|
2017
Q4 | $6.43M | Buy |
250,250
+30,630
| +14% | +$787K | 1.8% | 18 |
|
|
2017
Q3 | $5.33M | Buy |
219,620
+2,720
| +1% | +$66K | 1.63% | 19 |
|
|
2017
Q2 | $5.06M | Buy |
216,900
+64,910
| +43% | +$1.51M | 1.6% | 21 |
|
|
2017
Q1 | $3.33M | Buy |
151,990
+41,000
| +37% | +$898K | 1.05% | 36 |
|
|
2016
Q4 | $1.96M | Buy |
110,990
+108,490
| +4,340% | +$1.92M | 0.64% | 58 |
|
|
2016
Q3 | $43K | Buy |
2,500
+2,390
| +2,173% | +$41.1K | 0.01% | 210 |
|
|
2016
Q2 | $2K | Buy |
+110
| New | +$2K | ﹤0.01% | 449 |
|