Arete Wealth 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 | $10.6M | Sell |
38,474
-165
| -0.4% | -$45.5K | 0.75% | 28 |
|
|
2025
Q1 | $6.47M | Sell |
38,639
-227
| -0.6% | -$38K | 0.49% | 44 |
|
|
2024
Q4 | $9.04M | Buy |
38,866
+9,081
| +30% | +$2.11M | 0.65% | 31 |
|
|
2024
Q3 | $5.12M | Sell |
29,785
-6,055
| -17% | -$1.04M | 0.44% | 51 |
|
|
2024
Q2 | $5.74M | Buy |
+35,840
| New | +$5.74M | 0.47% | 45 |
|
|
2024
Q1 | – | Sell |
-39,630
| Closed | -$4.42M | – | 404 |
|
|
2023
Q4 | $4.42M | Buy |
39,630
+10,410
| +36% | +$1.16M | 0.34% | 63 |
|
|
2023
Q3 | $2.43M | Buy |
29,220
+7,720
| +36% | +$641K | 0.42% | 55 |
|
|
2023
Q2 | $1.87M | Buy |
21,500
+420
| +2% | +$36.4K | 0.16% | 134 |
|
|
2023
Q1 | $1.35M | Sell |
21,080
-120
| -0.6% | -$7.7K | 0.11% | 171 |
|
|
2022
Q4 | $1.19B | Buy |
21,200
+2,210
| +12% | +$124M | 0.1% | 176 |
|
|
2022
Q3 | $843K | Buy |
18,990
+7,240
| +62% | +$321K | 0.08% | 205 |
|
|
2022
Q2 | $568K | Buy |
11,750
+3,920
| +50% | +$189K | 0.06% | 217 |
|
|
2022
Q1 | $493K | Buy |
7,830
+3,400
| +77% | +$214K | 0.04% | 282 |
|
|
2021
Q4 | $294K | Buy |
+4,430
| New | +$294K | 0.03% | 386 |
|