ACS
Archford Capital Strategies’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.4M | Buy |
37,799
+1,681
| +5% | +$463K | 1.33% | 15 |
|
|
2025
Q1 | $6.05M | Sell |
36,118
-2,605
| -7% | -$436K | 0.89% | 31 |
|
|
2024
Q4 | $8.98M | Buy |
38,723
+241
| +0.6% | +$55.9K | 1.36% | 19 |
|
|
2024
Q3 | $7.02M | Buy |
38,482
+34,828
| +953% | +$6.35M | 1.06% | 26 |
|
|
2024
Q2 | $5.87M | Sell |
3,654
-42
| -1% | -$67.4K | 0.95% | 29 |
|
|
2024
Q1 | $4.9M | Buy |
3,696
+57
| +2% | +$75.6K | 0.82% | 32 |
|
|
2023
Q4 | $4.06M | Sell |
3,639
-276
| -7% | -$308K | 0.74% | 34 |
|
|
2023
Q3 | $3.25M | Buy |
3,915
+218
| +6% | +$181K | 0.65% | 39 |
|
|
2023
Q2 | $3.33M | Buy |
3,697
+257
| +7% | +$232K | 0.63% | 37 |
|
|
2023
Q1 | $2.16M | Buy |
3,440
+154
| +5% | +$96.9K | 0.45% | 50 |
|
|
2022
Q4 | $1.84M | Buy |
3,286
+413
| +14% | +$231K | 0.42% | 58 |
|
|
2022
Q3 | $1.28M | Buy |
2,873
+181
| +7% | +$80.4K | 0.33% | 79 |
|
|
2022
Q2 | $1.31M | Buy |
2,692
+87
| +3% | +$42.3K | 0.33% | 79 |
|
|
2022
Q1 | $1.6M | Buy |
2,605
+330
| +15% | +$203K | 0.36% | 72 |
|
|
2021
Q4 | $1.51M | Buy |
2,275
+178
| +8% | +$118K | 0.35% | 72 |
|
|
2021
Q3 | $1.02M | Buy |
2,097
+97
| +5% | +$47K | 0.24% | 104 |
|
|
2021
Q2 | $954K | Buy |
2,000
+350
| +21% | +$167K | 0.24% | 111 |
|
|
2021
Q1 | $792K | Sell |
1,650
-7
| -0.4% | -$3.36K | 0.21% | 128 |
|
|
2020
Q4 | $738K | Buy |
1,657
+2
| +0.1% | +$891 | 0.17% | 162 |
|
|
2020
Q3 | $603K | Sell |
1,655
-202
| -11% | -$73.6K | 0.16% | 155 |
|
|
2020
Q2 | $586K | Sell |
1,857
-34
| -2% | -$10.7K | 0.17% | 148 |
|
|
2020
Q1 | $448K | Sell |
1,891
-41
| -2% | -$9.71K | 0.18% | 153 |
|
|
2019
Q4 | $611K | Buy |
1,932
+29
| +2% | +$9.17K | 0.21% | 140 |
|
|
2019
Q3 | $525K | Buy |
1,903
+536
| +39% | +$148K | 0.2% | 145 |
|
|
2019
Q2 | $394K | Buy |
1,367
+1,064
| +351% | +$307K | 0.14% | 172 |
|
|
2019
Q1 | $91K | Hold |
303
| – | – | 0.03% | 245 |
|
|
2018
Q4 | $77K | Sell |
303
-249
| -45% | -$63.3K | 0.03% | 245 |
|
|
2018
Q3 | $136K | Sell |
552
-4,684
| -89% | -$1.15M | 0.05% | 227 |
|
|
2018
Q2 | $1.27M | Buy |
+5,236
| New | +$1.27M | 0.45% | 64 |
|
|
2018
Q1 | – | Sell |
-2,650
| Closed | -$681K | – | 656 |
|
|
2017
Q4 | $681K | Buy |
+2,650
| New | +$681K | 0.25% | 124 |
|
|
2017
Q2 | – | Sell |
-538
| Closed | -$118K | – | 230 |
|
|
2017
Q1 | $118K | Buy |
538
+168
| +45% | +$36.8K | 0.04% | 225 |
|
|
2016
Q4 | $65K | Hold |
370
| – | – | 0.03% | 233 |
|
|
2016
Q3 | $63K | Sell |
370
-19
| -5% | -$3.24K | 0.03% | 247 |
|
|
2016
Q2 | $60K | Buy |
+389
| New | +$60K | 0.03% | 237 |
|
|
2016
Q1 | – | Sell |
-394
| Closed | -$58K | – | 211 |
|
|
2015
Q4 | $58K | Sell |
394
-131
| -25% | -$19.3K | 0.03% | 254 |
|
|
2015
Q3 | $66K | Sell |
525
-335
| -39% | -$42.1K | 0.05% | 175 |
|
|
2015
Q2 | $115K | Hold |
860
| – | – | 0.08% | 144 |
|
|
2015
Q1 | $109K | Sell |
860
-119
| -12% | -$15.1K | 0.08% | 157 |
|
|
2014
Q4 | $98K | Sell |
979
-72
| -7% | -$7.21K | 0.07% | 154 |
|
|
2014
Q3 | $91K | Buy |
1,051
+264
| +34% | +$22.9K | 0.07% | 158 |
|
|
2014
Q2 | $56.7K | Sell |
787
-237
| -23% | -$17.1K | 0.04% | 208 |
|
|
2014
Q1 | $66K | Buy |
+1,024
| New | +$66K | 0.06% | 192 |
|